CMA
Cedar Mountain Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18
| Closed | -$4.1K | – | 343 |
|
|
2024
Q1 | $4.1K | Buy |
18
+2
| +13% | +$455 | ﹤0.01% | 241 |
|
|
2023
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 244 |
|
|
2023
Q3 | $2.39K | Sell |
16
-163
| -91% | -$24.3K | ﹤0.01% | 248 |
|
|
2023
Q2 | $31.2K | Hold |
179
| – | – | 0.01% | 92 |
|
|
2023
Q1 | $29.5K | Sell |
179
-20
| -10% | -$3.3K | 0.01% | 98 |
|
|
2022
Q4 | $29.4K | Hold |
199
| – | – | 0.01% | 97 |
|
|
2022
Q3 | $27K | Hold |
199
| – | – | 0.01% | 95 |
|
|
2022
Q2 | $28K | Sell |
199
-28
| -12% | -$3.94K | 0.01% | 96 |
|
|
2022
Q1 | $42K | Sell |
227
-12
| -5% | -$2.22K | 0.01% | 84 |
|
|
2021
Q4 | $39K | Sell |
239
-49
| -17% | -$8K | 0.01% | 85 |
|
|
2021
Q3 | $48K | Hold |
288
| – | – | 0.02% | 69 |
|
|
2021
Q2 | $48K | Hold |
288
| – | – | 0.02% | 73 |
|
|
2021
Q1 | $41K | Hold |
288
| – | – | 0.01% | 82 |
|
|
2020
Q4 | $35K | Hold |
288
| – | – | 0.01% | 89 |
|
|
2020
Q3 | $29K | Sell |
288
-7
| -2% | -$705 | 0.01% | 88 |
|
|
2020
Q2 | $28K | Hold |
295
| – | – | 0.01% | 86 |
|
|
2020
Q1 | $25K | Hold |
295
| – | – | 0.01% | 77 |
|
|
2019
Q4 | $37K | Buy |
+295
| New | +$37K | 0.01% | 78 |
|