Desjardins Global Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $598K | Sell |
3,192
-109
| -3% | -$20.4K | 0.06% | 220 |
|
|
2023
Q3 | $492K | Sell |
3,301
-2,268
| -41% | -$338K | 0.05% | 264 |
|
|
2023
Q2 | $970K | Buy |
5,569
+447
| +9% | +$77.8K | 0.11% | 184 |
|
|
2023
Q1 | $845K | Buy |
5,122
+3,129
| +157% | +$516K | 0.11% | 173 |
|
|
2022
Q4 | $294K | Buy |
1,993
+34
| +2% | +$5.02K | 0.05% | 301 |
|
|
2022
Q3 | $264K | Buy |
1,959
+54
| +3% | +$7.28K | 0.03% | 312 |
|
|
2022
Q2 | $264K | Sell |
1,905
-184
| -9% | -$25.5K | 0.03% | 316 |
|
|
2022
Q1 | $390K | Sell |
2,089
-126
| -6% | -$23.5K | 0.03% | 288 |
|
|
2021
Q4 | $362K | Buy |
+2,215
| New | +$362K | 0.03% | 311 |
|