Capitolis 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
Q3 | – | Sell |
-4,442
| Closed | -$616K | – | 71 |
|
|
2022
Q2 | $616K | Hold |
4,442
| – | – | 0.03% | 90 |
|
|
2022
Q1 | $831K | Sell |
4,442
-593,649
| -99% | -$111M | 0.04% | 85 |
|
|
2021
Q4 | $97.8M | Buy |
598,091
+8,136
| +1% | +$1.33M | 0.58% | 38 |
|
|
2021
Q3 | $104M | Sell |
589,955
-380
| -0.1% | -$67.2K | 0.95% | 26 |
|
|
2021
Q2 | $97.5M | Buy |
590,335
+457,526
| +344% | +$75.6M | 1.15% | 18 |
|
|
2021
Q1 | $18.8M | Sell |
132,809
-29,306
| -18% | -$4.15M | 0.33% | 80 |
|
|
2020
Q4 | $19.6M | Buy |
+162,115
| New | +$19.6M | 0.33% | 69 |
|