Benson Investment Management Company’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,932
| Closed | -$5.95M | – | 49 |
|
|
2024
Q3 | $5.95M | Sell |
21,932
-14
| -0.1% | -$3.8K | 2.35% | 12 |
|
|
2024
Q2 | $5.08M | Sell |
21,946
-101
| -0.5% | -$23.4K | 2.1% | 19 |
|
|
2024
Q1 | $5.02M | Sell |
22,047
-928
| -4% | -$211K | 2.14% | 19 |
|
|
2023
Q4 | $4.3M | Buy |
22,975
+245
| +1% | +$45.9K | 2.2% | 26 |
|
|
2023
Q3 | $3.39M | Buy |
22,730
+755
| +3% | +$113K | 1.9% | 37 |
|
|
2023
Q2 | $3.83M | Buy |
21,975
+545
| +3% | +$94.9K | 2.12% | 25 |
|
|
2023
Q1 | $3.53M | Hold |
21,430
| – | – | 2.02% | 28 |
|
|
2022
Q4 | $3.17M | Buy |
+21,430
| New | +$3.17M | 1.87% | 32 |
|