Disciplined 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
Q3 | – | Sell |
-48
| Closed | -$8.36K | – | 233 |
|
|
2023
Q2 | $8.36K | Buy |
48
+7
| +17% | +$1.22K | ﹤0.01% | 344 |
|
|
2023
Q1 | $6.76K | Sell |
41
-9
| -18% | -$1.49K | ﹤0.01% | 389 |
|
|
2022
Q4 | $7.39K | Buy |
50
+21
| +72% | +$3.1K | ﹤0.01% | 347 |
|
|
2022
Q3 | $4K | Sell |
29
-26
| -47% | -$3.59K | ﹤0.01% | 449 |
|
|
2022
Q2 | $8K | Buy |
55
+4
| +8% | +$582 | ﹤0.01% | 389 |
|
|
2022
Q1 | $10K | Buy |
51
+46
| +920% | +$9.02K | ﹤0.01% | 374 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 461 |
|
|
2020
Q3 | – | Sell |
-33
| Closed | -$3K | – | 402 |
|
|
2020
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 333 |
|
|
2020
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 346 |
|
|
2019
Q4 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 345 |
|