Burleson & Co’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8
| Closed | -$1K | – | 417 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 346 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 343 |
|
|
2022
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 337 |
|
|
2021
Q2 | – | Sell |
-265
| Closed | -$37K | – | 348 |
|
|
2021
Q1 | $37K | Buy |
+265
| New | +$37K | 0.01% | 193 |
|