Bulltick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,356
| Closed | -$3.72M | – | 92 |
|
|
2024
Q1 | $3.72M | Buy |
16,356
+1,608
| +11% | +$366K | 0.64% | 43 |
|
|
2023
Q4 | $2.76M | Buy |
14,748
+268
| +2% | +$50.2K | 0.63% | 46 |
|
|
2023
Q3 | $2.16M | Buy |
+14,480
| New | +$2.16M | 0.52% | 52 |
|
|
2021
Q3 | – | Sell |
-1,273
| Closed | -$210K | – | 141 |
|
|
2021
Q2 | $210K | Sell |
1,273
-801
| -39% | -$132K | 0.05% | 123 |
|
|
2021
Q1 | $293K | Buy |
+2,074
| New | +$293K | 0.08% | 91 |
|