Carmichael Hill & Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $83.8K | Buy |
309
+60
| +24% | +$16.3K | 0.03% | 249 |
|
|
2024
Q2 | $57.7K | Hold |
249
| – | – | 0.02% | 278 |
|
|
2024
Q1 | $56.7K | Hold |
249
| – | – | 0.02% | 285 |
|
|
2023
Q4 | $46.6K | Buy |
249
+27
| +12% | +$5.06K | 0.02% | 295 |
|
|
2023
Q3 | $33.1K | Hold |
222
| – | – | 0.02% | 327 |
|
|
2023
Q2 | $38.7K | Hold |
222
| – | – | 0.02% | 316 |
|
|
2023
Q1 | $36.6K | Hold |
222
| – | – | 0.02% | 321 |
|
|
2022
Q4 | $32.8K | Sell |
222
-310
| -58% | -$45.8K | 0.02% | 326 |
|
|
2022
Q3 | $72K | Hold |
532
| – | – | 0.04% | 225 |
|
|
2022
Q2 | $74K | Sell |
532
-912
| -63% | -$127K | 0.04% | 228 |
|
|
2022
Q1 | $270K | Buy |
1,444
+912
| +171% | +$171K | 0.12% | 128 |
|
|
2021
Q4 | $87K | Buy |
532
+25
| +5% | +$4.09K | 0.04% | 217 |
|
|
2021
Q3 | $85K | Buy |
507
+40
| +9% | +$6.71K | 0.04% | 205 |
|
|
2021
Q2 | $77K | Sell |
467
-4
| -0.8% | -$660 | 0.04% | 217 |
|
|
2021
Q1 | $67K | Hold |
471
| – | – | 0.04% | 234 |
|
|
2020
Q4 | $57K | Hold |
471
| – | – | 0.03% | 240 |
|
|
2020
Q3 | $47K | Hold |
471
| – | – | 0.03% | 246 |
|
|
2020
Q2 | $45K | Hold |
471
| – | – | 0.03% | 241 |
|
|
2020
Q1 | $40K | Hold |
471
| – | – | 0.04% | 243 |
|
|
2019
Q4 | $59K | Buy |
+471
| New | +$59K | 0.04% | 226 |
|