Donoghue Forlines’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,603
| Closed | -$2.88M | – | 118 |
|
|
2024
Q3 | $2.88M | Buy |
10,603
+1,729
| +19% | +$469K | 0.82% | 18 |
|
|
2024
Q2 | $2.05M | Buy |
8,874
+5,995
| +208% | +$1.39M | 0.58% | 27 |
|
|
2024
Q1 | $656K | Sell |
2,879
-686
| -19% | -$156K | 0.19% | 130 |
|
|
2023
Q4 | $668K | Sell |
3,565
-1,165
| -25% | -$218K | 0.21% | 120 |
|
|
2023
Q3 | $706K | Buy |
+4,730
| New | +$706K | 0.25% | 119 |
|
|
2023
Q2 | – | Sell |
-2,626
| Closed | -$433K | – | 242 |
|
|
2023
Q1 | $433K | Buy |
+2,626
| New | +$433K | 0.16% | 155 |
|
|
2022
Q4 | – | Sell |
-4,512
| Closed | -$609K | – | 225 |
|
|
2022
Q3 | $609K | Buy |
4,512
+337
| +8% | +$45.5K | 0.22% | 81 |
|
|
2022
Q2 | $579K | Buy |
4,175
+245
| +6% | +$34K | 0.15% | 190 |
|
|
2022
Q1 | $735K | Buy |
+3,930
| New | +$735K | 0.16% | 212 |
|
|
2017
Q4 | – | Sell |
-27,167
| Closed | -$2.46M | – | 117 |
|
|
2017
Q3 | $2.46M | Buy |
+27,167
| New | +$2.46M | 0.26% | 57 |
|