Benedetti & Gucer’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $554K | Hold |
2,432
| – | – | 0.28% | 63 |
|
|
2023
Q4 | $456K | Sell |
2,432
-42
| -2% | -$7.87K | 0.24% | 78 |
|
|
2023
Q3 | $369K | Buy |
2,474
+167
| +7% | +$24.9K | 0.2% | 86 |
|
|
2023
Q2 | $402K | Sell |
2,307
-317
| -12% | -$55.2K | 0.21% | 84 |
|
|
2023
Q1 | $433K | Buy |
2,624
+336
| +15% | +$55.4K | 0.25% | 79 |
|
|
2022
Q4 | $338K | Hold |
2,288
| – | – | 0.25% | 68 |
|
|
2022
Q3 | $309K | Hold |
2,288
| – | – | 0.24% | 58 |
|
|
2022
Q2 | $318K | Sell |
2,288
-250
| -10% | -$34.7K | 0.22% | 64 |
|
|
2022
Q1 | $474K | Sell |
2,538
-75
| -3% | -$14K | 0.32% | 49 |
|
|
2021
Q4 | $427K | Sell |
2,613
-485
| -16% | -$79.3K | 0.29% | 46 |
|
|
2021
Q3 | $519K | Sell |
3,098
-75
| -2% | -$12.6K | 0.39% | 39 |
|
|
2021
Q2 | $524K | Buy |
3,173
+60
| +2% | +$9.91K | 0.47% | 34 |
|
|
2021
Q1 | $440K | Buy |
+3,113
| New | +$440K | 0.4% | 40 |
|