Briggs Advisory Group’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$2.43M Sell
16,295
-1,135
-7% -$169K 1.39% 15
2023
Q2
$3.04M Buy
17,430
+10
+0.1% +$1.74K 1.7% 13
2023
Q1
$2.87M Hold
17,420
1.7% 13
2022
Q4
$2.57M Buy
+17,420
New +$2.57M 1.64% 12