DFPG Investments’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 | $911K | Buy |
+4,891
| New | +$911K | 0.07% | 247 |
|
|
2023
Q2 | – | Sell |
-1,231
| Closed | -$203K | – | 577 |
|
|
2023
Q1 | $203K | Sell |
1,231
-131
| -10% | -$21.6K | 0.02% | 497 |
|
|
2022
Q4 | $210K | Sell |
1,362
-948
| -41% | -$146K | 0.03% | 415 |
|
|
2022
Q3 | $323K | Hold |
2,310
| – | – | 0.14% | 119 |
|
|
2022
Q2 | $329K | Sell |
2,310
-500
| -18% | -$71.2K | 0.14% | 107 |
|
|
2022
Q1 | $518K | Sell |
2,810
-95
| -3% | -$17.5K | 0.2% | 85 |
|
|
2021
Q4 | $467K | Buy |
+2,905
| New | +$467K | 0.2% | 98 |
|
|
2021
Q1 | – | Sell |
-8,369
| Closed | -$1.02M | – | 161 |
|
|
2020
Q4 | $1.02M | Buy |
8,369
+39
| +0.5% | +$4.75K | 0.47% | 66 |
|
|
2020
Q3 | $861K | Buy |
8,330
+1,273
| +18% | +$132K | 0.46% | 60 |
|
|
2020
Q2 | $656K | Buy |
+7,057
| New | +$656K | 0.4% | 71 |
|
|
2019
Q3 | – | Sell |
-1,667
| Closed | -$210K | – | 161 |
|
|
2019
Q2 | $210K | Buy |
+1,667
| New | +$210K | 0.2% | 142 |
|