Diversified’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $515K | Sell |
1,900
-2
| -0.1% | -$542 | 0.06% | 119 |
|
|
2024
Q2 | $440K | Buy |
1,902
+206
| +12% | +$47.7K | 0.05% | 128 |
|
|
2024
Q1 | $386K | Buy |
1,696
+49
| +3% | +$11.2K | 0.05% | 102 |
|
|
2023
Q4 | $308K | Buy |
+1,647
| New | +$308K | 0.07% | 110 |
|
|
2023
Q1 | – | Sell |
-2,596
| Closed | -$384K | – | 147 |
|
|
2022
Q4 | $384K | Buy |
+2,596
| New | +$384K | 0.15% | 92 |
|
|
2021
Q1 | – | Sell |
-186
| Closed | -$19K | – | 110 |
|
|
2020
Q4 | $19K | Buy |
+186
| New | +$19K | 0.02% | 249 |
|