Cahill Financial Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,976
| Closed | -$323K | – | 222 |
|
|
2021
Q4 | $323K | Buy |
1,976
+1
| +0.1% | +$163 | 0.06% | 185 |
|
|
2021
Q3 | $331K | Sell |
1,975
-475
| -19% | -$79.6K | 0.07% | 177 |
|
|
2021
Q2 | $405K | Buy |
2,450
+1
| +0% | +$165 | 0.09% | 157 |
|
|
2021
Q1 | $347K | Hold |
2,449
| – | – | 0.08% | 159 |
|
|
2020
Q4 | $296K | Buy |
2,449
+57
| +2% | +$6.89K | 0.07% | 164 |
|
|
2020
Q3 | $240K | Buy |
2,392
+1
| +0% | +$100 | 0.09% | 148 |
|
|
2020
Q2 | $228K | Buy |
+2,391
| New | +$228K | 0.09% | 147 |
|
|
2020
Q1 | – | Sell |
-2,320
| Closed | -$289K | – | 147 |
|
|
2019
Q4 | $289K | Hold |
2,320
| – | – | 0.11% | 136 |
|
|
2019
Q3 | $275K | Buy |
2,320
+201
| +9% | +$23.8K | 0.11% | 136 |
|
|
2019
Q2 | $262K | Buy |
+2,119
| New | +$262K | 0.1% | 138 |
|
|
2015
Q1 | – | Sell |
-4,205
| Closed | -$392K | – | 100 |
|
|
2014
Q4 | $392K | Buy |
4,205
+135
| +3% | +$12.6K | 0.3% | 75 |
|
|
2014
Q3 | $357K | Sell |
4,070
-165
| -4% | -$14.5K | 0.29% | 76 |
|
|
2014
Q2 | $402K | Hold |
4,235
| – | – | 0.31% | 74 |
|
|
2014
Q1 | $382K | Buy |
4,235
+300
| +8% | +$27.1K | 0.33% | 67 |
|
|
2013
Q4 | $358K | Buy |
+3,935
| New | +$358K | 0.31% | 75 |
|