CW
Connectus Wealth’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.1M | Sell |
17,987
-1,003
| -5% | -$228K | 0.11% | 133 |
|
|
2023
Q4 | $3.56M | Sell |
18,990
-984
| -5% | -$184K | 0.07% | 193 |
|
|
2023
Q3 | $2.98M | Sell |
19,974
-102
| -0.5% | -$15.2K | 0.07% | 215 |
|
|
2023
Q2 | $3.5M | Sell |
20,076
-90
| -0.4% | -$15.7K | 0.08% | 168 |
|
|
2023
Q1 | $3.33M | Sell |
20,166
-82,912
| -80% | -$13.7M | 0.08% | 177 |
|
|
2022
Q4 | $15.3M | Sell |
103,078
-104,017
| -50% | -$15.4M | 0.36% | 80 |
|
|
2022
Q3 | $28M | Buy |
207,095
+11,542
| +6% | +$1.56M | 0.58% | 44 |
|
|
2022
Q2 | $27.2M | Buy |
195,553
+8,961
| +5% | +$1.25M | 0.62% | 42 |
|
|
2022
Q1 | $30.6M | Sell |
186,592
-19,531
| -9% | -$3.2M | 0.97% | 28 |
|
|
2021
Q4 | $33.8M | Buy |
+206,123
| New | +$33.8M | 1.31% | 16 |
|