Carmel Capital Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-851
| Closed | -$231K | – | 147 |
|
|
2024
Q3 | $231K | Buy |
+851
| New | +$231K | 0.09% | 152 |
|
|
2024
Q2 | – | Sell |
-1,201
| Closed | -$273K | – | 164 |
|
|
2024
Q1 | $273K | Sell |
1,201
-2
| -0.2% | -$455 | 0.11% | 122 |
|
|
2023
Q4 | $225K | Sell |
1,203
-293
| -20% | -$54.9K | 0.12% | 139 |
|
|
2023
Q3 | $223K | Buy |
1,496
+313
| +26% | +$46.7K | 0.1% | 140 |
|
|
2023
Q2 | $206K | Hold |
1,183
| – | – | 0.11% | 116 |
|
|
2023
Q1 | $195K | Buy |
+1,183
| New | +$195K | 0.12% | 130 |
|
|
2022
Q2 | – | Sell |
-1,175
| Closed | -$220K | – | 116 |
|
|
2022
Q1 | $220K | Buy |
+1,175
| New | +$220K | 0.18% | 107 |
|