Blue Bell Private Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-131
| Closed | -$19.4K | – | 661 |
|
|
2022
Q4 | $19.4K | Hold |
131
| – | – | 0.01% | 312 |
|
|
2022
Q3 | $18K | Hold |
131
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $18K | Sell |
131
-15
| -10% | -$2.06K | 0.01% | 320 |
|
|
2022
Q1 | $27K | Buy |
146
+131
| +873% | +$24.2K | 0.01% | 283 |
|
|
2021
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 653 |
|
|
2016
Q4 | – | Sell |
-2,351
| Closed | -$151K | – | 274 |
|
|
2016
Q3 | $151K | Sell |
2,351
-141
| -6% | -$9.06K | 0.09% | 108 |
|
|
2016
Q2 | $152K | Hold |
2,492
| – | – | 0.1% | 106 |
|
|
2016
Q1 | $153K | Buy |
2,492
+311
| +14% | +$19.1K | 0.1% | 112 |
|
|
2015
Q4 | $152K | Buy |
2,181
+1
| +0% | +$70 | 0.1% | 115 |
|
|
2015
Q3 | $162K | Buy |
2,180
+140
| +7% | +$10.4K | 0.11% | 110 |
|
|
2015
Q2 | $159K | Hold |
2,040
| – | – | 0.1% | 112 |
|
|
2015
Q1 | $159K | Hold |
2,040
| – | – | 0.1% | 114 |
|
|
2014
Q4 | $189K | Hold |
2,040
| – | – | 0.11% | 102 |
|
|
2014
Q3 | $179K | Hold |
2,040
| – | – | 0.11% | 114 |
|
|
2014
Q2 | $193K | Hold |
2,040
| – | – | 0.12% | 105 |
|
|
2014
Q1 | $184K | Buy |
2,040
+1
| +0% | +$90 | 0.12% | 89 |
|
|
2013
Q4 | $185K | Buy |
+2,039
| New | +$185K | 0.14% | 86 |
|