Berman Capital Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $399K | Buy |
2,385
+551
| +30% | +$92.2K | 0.06% | 161 |
|
|
2021
Q2 | $302K | Buy |
1,834
+474
| +35% | +$78.1K | 0.05% | 177 |
|
|
2021
Q1 | $191K | Buy |
1,360
+77
| +6% | +$10.8K | 0.04% | 196 |
|
|
2020
Q4 | $154K | Buy |
1,283
+364
| +40% | +$43.7K | 0.04% | 198 |
|
|
2020
Q3 | $92K | Buy |
919
+17
| +2% | +$1.7K | 0.03% | 239 |
|
|
2020
Q2 | $85K | Sell |
902
-40
| -4% | -$3.77K | 0.02% | 240 |
|
|
2020
Q1 | $80K | Sell |
942
-102
| -10% | -$8.66K | 0.03% | 227 |
|
|
2019
Q4 | $130K | Buy |
1,044
+1
| +0.1% | +$125 | 0.04% | 189 |
|
|
2019
Q3 | $123K | Hold |
1,043
| – | – | 0.04% | 185 |
|
|
2019
Q2 | $128K | Buy |
1,043
+19
| +2% | +$2.33K | 0.04% | 179 |
|
|
2019
Q1 | $111K | Buy |
1,024
+107
| +12% | +$11.6K | 0.04% | 182 |
|
|
2018
Q4 | $87K | Buy |
+917
| New | +$87K | 0.03% | 192 |
|