Duality Advisers’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,119
| Closed | -$2.08M | – | 52 |
|
|
2024
Q1 | $2.08M | Buy |
9,119
+1,531
| +20% | +$349K | 0.2% | 182 |
|
|
2023
Q4 | $1.42M | Sell |
7,588
-8,031
| -51% | -$1.5M | 0.15% | 247 |
|
|
2023
Q3 | $2.33M | Buy |
+15,619
| New | +$2.33M | 0.28% | 124 |
|
|
2021
Q3 | – | Sell |
-6,290
| Closed | -$1.04M | – | 528 |
|
|
2021
Q2 | $1.04M | Buy |
6,290
+3,833
| +156% | +$633K | 0.09% | 333 |
|
|
2021
Q1 | $348K | Sell |
2,457
-4,364
| -64% | -$618K | 0.03% | 481 |
|
|
2020
Q4 | $825K | Buy |
6,821
+1,101
| +19% | +$133K | 0.06% | 383 |
|
|
2020
Q3 | $573K | Buy |
+5,720
| New | +$573K | 0.04% | 458 |
|
|
2020
Q1 | – | Sell |
-1,688
| Closed | -$210K | – | 30 |
|
|
2019
Q4 | $210K | Sell |
1,688
-31,412
| -95% | -$3.91M | 0.01% | 363 |
|
|
2019
Q3 | $3.92M | Buy |
33,100
+580
| +2% | +$68.6K | 0.22% | 151 |
|
|
2019
Q2 | $4.01M | Buy |
32,520
+6,430
| +25% | +$794K | 0.35% | 86 |
|
|
2019
Q1 | $2.85M | Sell |
26,090
-36,970
| -59% | -$4.04M | 0.17% | 143 |
|
|
2018
Q4 | $6.01M | Buy |
+63,060
| New | +$6.01M | 0.35% | 77 |
|