Domani Wealth’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	$815K	Hold	4,939	–	–	0.19%	55
2022 Q4	$730K	Hold	4,939	–	–	0.18%	59
2022 Q3	$666K	Hold	4,939	–	–	0.2%	53
2022 Q2	$685K	Sell	4,939 -180	-4%	-$25K	0.19%	55
2022 Q1	$957K	Sell	5,119 -25	-0.5%	-$4.67K	0.21%	49
2021 Q4	$842K	Buy	5,144 +279	+6%	+$45.7K	0.17%	53
2021 Q3	$815K	Sell	4,865 -18	-0.4%	-$3.02K	0.17%	51
2021 Q2	$807K	Sell	4,883 -3,000	-38%	-$496K	0.16%	51
2021 Q1	$1.12M	Buy	7,883 +520	+7%	+$73.6K	0.21%	46
2020 Q4	$890K	Buy	7,363 +130	+2%	+$15.7K	0.18%	49
2020 Q3	$725K	Hold	7,233	–	–	0.16%	55
2020 Q2	$689K	Sell	7,233 -461	-6%	-$43.9K	0.16%	58
2020 Q1	$659K	Buy	7,694 +487	+7%	+$41.7K	0.18%	60
2019 Q4	$897K	Hold	7,207	–	–	0.3%	39
2019 Q3	$852K	Hold	7,207	–	–	0.31%	39
2019 Q2	$890K	Hold	7,207	–	–	0.33%	40
2019 Q1	$788K	Buy	7,207 +205	+3%	+$22.4K	0.32%	40
2018 Q4	$667K	Hold	7,002	–	–	0.31%	42
2018 Q3	$746K	Hold	7,002	–	–	0.32%	38
2018 Q2	$686K	Hold	7,002	–	–	0.31%	39
2018 Q1	$653K	Hold	7,002	–	–	0.28%	43
2017 Q4	$695K	Hold	7,002	–	–	0.3%	43
2017 Q3	$633K	Hold	7,002	–	–	0.27%	49
2017 Q2	$590K	Hold	7,002	–	–	0.24%	54
2017 Q1	$554K	Hold	7,002	–	–	0.22%	58
2016 Q4	$519K	Sell	7,002 -2,998	-30%	-$222K	0.21%	62
2016 Q3	$640K	Buy	10,000 +3,000	+43%	+$192K	0.24%	59
2016 Q2	$425K	Sell	7,000 -215	-3%	-$13.1K	0.17%	71
2016 Q1	$443K	Buy	7,215 +215	+3%	+$13.2K	0.17%	76
2015 Q4	$487K	Sell	7,000 -215	-3%	-$15K	0.19%	73
2015 Q3	$535K	Buy	7,215 +215	+3%	+$15.9K	0.29%	49
2015 Q2	$544K	Buy	7,000 +6,453	+1,180%	+$501K	0.3%	48
2015 Q1	$7K	Buy	+547	New	+$7K	0.11%	57