Derby & Company’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $543K | Hold |
3,240
| – | – | 0.11% | 52 |
|
|
2021
Q2 | $535K | Hold |
3,240
| – | – | 0.11% | 53 |
|
|
2021
Q1 | $458K | Hold |
3,240
| – | – | 0.1% | 57 |
|
|
2020
Q4 | $392K | Hold |
3,240
| – | – | 0.1% | 53 |
|
|
2020
Q3 | $325K | Hold |
3,240
| – | – | 0.09% | 55 |
|
|
2020
Q2 | $308K | Buy |
3,240
+300
| +10% | +$28.5K | 0.1% | 51 |
|
|
2020
Q1 | $252K | Hold |
2,940
| – | – | 0.1% | 34 |
|
|
2019
Q4 | $366K | Buy |
+2,940
| New | +$366K | 0.14% | 39 |
|