Cowen Prime 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 Q2	$34.8K	Hold	200	–	–	0.01%	145
2023 Q1	$32K	Hold	200	–	–	0.01%	146
2022 Q4	$30K	Hold	200	–	–	0.01%	145
2022 Q3	$27K	Hold	200	–	–	0.02%	130
2022 Q2	$28K	Hold	200	–	–	0.02%	132
2022 Q1	$37K	Hold	200	–	–	0.02%	129
2021 Q4	$33K	Hold	200	–	–	0.01%	132
2021 Q3	$34K	Hold	200	–	–	0.01%	127
2021 Q2	$33K	Hold	200	–	–	0.01%	125
2021 Q1	$28K	Hold	200	–	–	0.01%	130
2020 Q4	$24K	Hold	200	–	–	0.01%	133
2020 Q3	$20K	Hold	200	–	–	0.01%	137
2020 Q2	$28K	Sell	200 -200	-50%	-$28K	0.02%	132
2020 Q1	$34K	Buy	+400	New	+$34K	0.02%	124
2019 Q1	–	Sell	-400	Closed	-$38K	–	178
2018 Q4	$38K	Hold	400	–	–	0.02%	128
2018 Q3	$43K	Hold	400	–	–	0.02%	149
2018 Q2	$39K	Hold	400	–	–	0.02%	154
2018 Q1	$37K	Hold	400	–	–	0.02%	146
2017 Q4	$40K	Hold	400	–	–	0.02%	146
2017 Q3	$36K	Hold	400	–	–	0.02%	142
2017 Q2	$34K	Hold	400	–	–	0.02%	147
2017 Q1	$32K	Buy	400 +200	+100%	+$16K	0.02%	148
2016 Q4	$15K	Hold	200	–	–	0.01%	162
2016 Q3	$13K	Hold	200	–	–	0.01%	202
2016 Q2	$12K	Hold	200	–	–	0.01%	186
2016 Q1	$12K	Sell	200 -30	-13%	-$1.8K	0.01%	187
2015 Q4	$16K	Hold	230	–	–	0.01%	178
2015 Q3	$17K	Hold	230	–	–	0.01%	187
2015 Q2	$18K	Hold	230	–	–	0.01%	188
2015 Q1	$18K	Hold	230	–	–	0.01%	227
2014 Q4	$21K	Hold	230	–	–	0.01%	231
2014 Q3	$20K	Buy	+230	New	+$20K	0.01%	222
2014 Q2	–	Sell	-230	Closed	-$21K	–	265
2014 Q1	$21K	Hold	230	–	–	0.01%	203
2013 Q4	$21K	Hold	230	–	–	0.01%	198
2013 Q3	$17K	Hold	230	–	–	0.01%	211
2013 Q2	$17K	Buy	+230	New	+$17K	0.01%	215