Cedar Brook Financial 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
Q2 | – | Sell |
-1,978
| Closed | -$450K | – | 49 |
|
|
2024
Q1 | $450K | Sell |
1,978
-1
| -0.1% | -$228 | 0.09% | 224 |
|
|
2023
Q4 | $366K | Buy |
+1,979
| New | +$366K | 0.08% | 242 |
|
|
2022
Q3 | – | Sell |
-1,499
| Closed | -$208K | – | 353 |
|
|
2022
Q2 | $208K | Buy |
1,499
+25
| +2% | +$3.47K | 0.07% | 317 |
|
|
2022
Q1 | $276K | Buy |
1,474
+88
| +6% | +$16.5K | 0.07% | 300 |
|
|
2021
Q4 | $227K | Buy |
1,386
+99
| +8% | +$16.2K | 0.06% | 335 |
|
|
2021
Q3 | $216K | Buy |
+1,287
| New | +$216K | 0.06% | 315 |
|