CSat Investment Advisory’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $8K | Sell |
58
-6
| -9% | -$828 | 0.01% | 467 |
|
|
2020
Q4 | $8K | Sell |
64
-2,158
| -97% | -$270K | 0.01% | 442 |
|
|
2020
Q3 | $223K | Sell |
2,222
-6,228
| -74% | -$625K | 0.02% | 254 |
|
|
2020
Q2 | $805K | Sell |
8,450
-2,413
| -22% | -$230K | 0.1% | 106 |
|
|
2020
Q1 | $930K | Buy |
10,863
+271
| +3% | +$23.2K | 0.2% | 72 |
|
|
2019
Q4 | $1.32M | Buy |
10,592
+343
| +3% | +$42.7K | 0.35% | 55 |
|
|
2019
Q3 | $1.21M | Buy |
10,249
+71
| +0.7% | +$8.4K | 0.38% | 52 |
|
|
2019
Q2 | $1.26M | Buy |
10,178
+1,466
| +17% | +$181K | 0.44% | 45 |
|
|
2019
Q1 | $952K | Buy |
8,712
+419
| +5% | +$45.8K | 0.48% | 54 |
|
|
2018
Q4 | $791K | Sell |
8,293
-1,181
| -12% | -$113K | 0.47% | 53 |
|
|
2018
Q3 | $1.01M | Sell |
9,474
-803
| -8% | -$85.5K | 0.57% | 47 |
|
|
2018
Q2 | $1.01M | Buy |
+10,277
| New | +$1.01M | 0.54% | 47 |
|