Bellevue Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,500
| Closed | -$245K | – | 179 |
|
|
2021
Q4 | $245K | Sell |
1,500
-1,100
| -42% | -$180K | ﹤0.01% | 176 |
|
|
2021
Q3 | $436K | Hold |
2,600
| – | – | ﹤0.01% | 169 |
|
|
2021
Q2 | $430K | Hold |
2,600
| – | – | ﹤0.01% | 164 |
|
|
2021
Q1 | $368K | Sell |
2,600
-1,000
| -28% | -$142K | ﹤0.01% | 175 |
|
|
2020
Q4 | $435K | Hold |
3,600
| – | – | 0.01% | 204 |
|
|
2020
Q3 | $361K | Hold |
3,600
| – | – | 0.01% | 210 |
|
|
2020
Q2 | $343K | Hold |
3,600
| – | – | ﹤0.01% | 199 |
|
|
2020
Q1 | $308K | Hold |
3,600
| – | – | 0.01% | 201 |
|
|
2019
Q4 | $448K | Hold |
3,600
| – | – | 0.01% | 194 |
|
|
2019
Q3 | $426K | Buy |
3,600
+600
| +20% | +$71K | 0.01% | 187 |
|
|
2019
Q2 | $370K | Buy |
+3,000
| New | +$370K | 0.01% | 158 |
|