Caliber Wealth Management (Utah)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.15M | Buy |
13,837
+86
| +0.6% | +$19.6K | 1.68% | 18 |
|
|
2023
Q4 | $2.58M | Buy |
13,751
+454
| +3% | +$85.1K | 1.51% | 27 |
|
|
2023
Q3 | $1.98M | Buy |
13,297
+889
| +7% | +$133K | 1.33% | 37 |
|
|
2023
Q2 | $2.16M | Buy |
12,408
+536
| +5% | +$93.4K | 1.45% | 28 |
|
|
2023
Q1 | $1.96M | Buy |
11,872
+2,805
| +31% | +$463K | 1.47% | 29 |
|
|
2022
Q4 | $1.34M | Sell |
9,067
-1,649
| -15% | -$244K | 1.02% | 43 |
|
|
2022
Q3 | $1.45M | Buy |
10,716
+344
| +3% | +$46.4K | 1.14% | 42 |
|
|
2022
Q2 | $1.44M | Buy |
+10,372
| New | +$1.44M | 1.12% | 41 |
|