Column Capital Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $27.7K | Sell |
186
-12
| -6% | -$1.79K | ﹤0.01% | 401 |
|
|
2023
Q2 | $34.5K | Sell |
198
-19
| -9% | -$3.31K | ﹤0.01% | 365 |
|
|
2023
Q1 | $35.8K | Hold |
217
| – | – | 0.01% | 365 |
|
|
2022
Q4 | $32.1K | Hold |
217
| – | – | 0.01% | 357 |
|
|
2022
Q3 | $29K | Hold |
217
| – | – | 0.01% | 337 |
|
|
2022
Q2 | $30K | Hold |
217
| – | – | 0.01% | 341 |
|
|
2022
Q1 | $41K | Sell |
217
-14
| -6% | -$2.65K | 0.01% | 314 |
|
|
2021
Q4 | $38K | Sell |
231
-18
| -7% | -$2.96K | 0.01% | 335 |
|
|
2021
Q3 | $42K | Sell |
249
-24
| -9% | -$4.05K | 0.01% | 294 |
|
|
2021
Q2 | $45K | Sell |
273
-50
| -15% | -$8.24K | 0.01% | 290 |
|
|
2021
Q1 | $46K | Sell |
323
-100
| -24% | -$14.2K | 0.01% | 276 |
|
|
2020
Q4 | $51K | Sell |
423
-510
| -55% | -$61.5K | 0.01% | 266 |
|
|
2020
Q3 | $94K | Sell |
933
-46
| -5% | -$4.64K | 0.03% | 162 |
|
|
2020
Q2 | $93K | Sell |
979
-621
| -39% | -$59K | 0.03% | 157 |
|
|
2020
Q1 | $137K | Buy |
1,600
+138
| +9% | +$11.8K | 0.06% | 94 |
|
|
2019
Q4 | $182K | Buy |
+1,462
| New | +$182K | 0.09% | 96 |
|