BRCM
Bright Rock Capital Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40,000
| Closed | -$5.91M | – | 80 |
|
|
2022
Q4 | $5.91M | Hold |
40,000
| – | – | 1.53% | 24 |
|
|
2022
Q3 | $5.4M | Buy |
40,000
+5,000
| +14% | +$675K | 1.51% | 26 |
|
|
2022
Q2 | $4.85M | Hold |
35,000
| – | – | 1.31% | 34 |
|
|
2022
Q1 | $6.55M | Hold |
35,000
| – | – | 1.54% | 27 |
|
|
2021
Q4 | $5.73M | Buy |
+35,000
| New | +$5.73M | 1.3% | 32 |
|