Dividend Assets Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-186
| Closed | -$35K | – | 157 |
|
|
2023
Q4 | $35K | Hold |
186
| – | – | 0.01% | 281 |
|
|
2023
Q3 | $28K | Hold |
186
| – | – | 0.01% | 303 |
|
|
2023
Q2 | $32K | Sell |
186
-329
| -64% | -$56.6K | 0.01% | 296 |
|
|
2023
Q1 | $76K | Hold |
515
| – | – | 0.02% | 229 |
|
|
2022
Q4 | $76K | Hold |
515
| – | – | 0.02% | 229 |
|
|
2022
Q3 | $69K | Sell |
515
-50
| -9% | -$6.7K | 0.02% | 231 |
|
|
2022
Q2 | $78K | Hold |
565
| – | – | 0.02% | 234 |
|
|
2022
Q1 | $106K | Hold |
565
| – | – | 0.02% | 225 |
|
|
2021
Q4 | $92K | Hold |
565
| – | – | 0.02% | 234 |
|
|
2021
Q3 | $95K | Hold |
565
| – | – | 0.02% | 224 |
|
|
2021
Q2 | $93K | Sell |
565
-150
| -21% | -$24.7K | 0.02% | 236 |
|
|
2021
Q1 | $101K | Hold |
715
| – | – | 0.02% | 226 |
|
|
2020
Q4 | $86K | Buy |
+715
| New | +$86K | 0.02% | 232 |
|