CIC Wealth’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 | $372K | Hold |
1,372
| – | – | 0.1% | 117 |
|
|
2024
Q2 | $318K | Sell |
1,372
-146
| -10% | -$33.8K | 0.09% | 120 |
|
|
2024
Q1 | $346K | Buy |
1,518
+47
| +3% | +$10.7K | 0.1% | 116 |
|
|
2023
Q4 | $276K | Buy |
1,471
+50
| +4% | +$9.37K | 0.09% | 127 |
|
|
2023
Q3 | $212K | Sell |
1,421
-45
| -3% | -$6.71K | 0.08% | 142 |
|
|
2023
Q2 | $255K | Hold |
1,466
| – | – | 0.09% | 130 |
|
|
2023
Q1 | $242K | Sell |
1,466
-46
| -3% | -$7.59K | 0.09% | 138 |
|
|
2022
Q4 | $223K | Buy |
+1,512
| New | +$223K | 0.09% | 144 |
|