C.M. Bidwell & Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-480
| Closed | -$71.6K | – | 500 |
|
|
2023
Q3 | $71.6K | Sell |
480
-1,322
| -73% | -$197K | 0.05% | 263 |
|
|
2023
Q2 | $314K | Sell |
1,802
-1
| -0.1% | -$174 | 0.23% | 77 |
|
|
2023
Q1 | $297K | Buy |
1,803
+1,323
| +276% | +$218K | 0.23% | 74 |
|
|
2022
Q4 | $70.9K | Hold |
480
| – | – | 0.06% | 259 |
|
|
2022
Q3 | $65K | Buy |
+480
| New | +$65K | 0.05% | 262 |
|
|
2021
Q4 | – | Sell |
-869
| Closed | -$146K | – | 552 |
|
|
2021
Q3 | $146K | Buy |
869
+19
| +2% | +$3.19K | 0.1% | 202 |
|
|
2021
Q2 | $140K | Buy |
+850
| New | +$140K | 0.09% | 208 |
|
|
2016
Q3 | – | Sell |
-275
| Closed | -$17K | – | 257 |
|
|
2016
Q2 | $17K | Buy |
+275
| New | +$17K | ﹤0.01% | 219 |
|
|
2014
Q4 | – | Sell |
-46,170
| Closed | -$4.04M | – | 212 |
|
|
2014
Q3 | $4.04M | Sell |
46,170
-33,955
| -42% | -$2.97M | 0.95% | 46 |
|
|
2014
Q2 | $7.6M | Buy |
+80,125
| New | +$7.6M | 1.73% | 9 |
|
|
2014
Q1 | – | Sell |
-34,235
| Closed | -$3.11M | – | 220 |
|
|
2013
Q4 | $3.11M | Sell |
34,235
-14,335
| -30% | -$1.3M | 0.77% | 68 |
|
|
2013
Q3 | $3.67M | Buy |
48,570
+47,480
| +4,356% | +$3.59M | 1.01% | 35 |
|
|
2013
Q2 | $81.5K | Buy |
+1,090
| New | +$81.5K | 0.02% | 201 |
|