Enlightenment Research’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,368
| Closed | -$224K | – | 141 |
|
|
2021
Q4 | $224K | Sell |
1,368
-4,032
| -75% | -$660K | 0.32% | 99 |
|
|
2021
Q3 | $905K | Buy |
+5,400
| New | +$905K | 1.1% | 27 |
|
|
2020
Q2 | – | Sell |
-7,500
| Closed | -$824K | – | 94 |
|
|
2020
Q1 | $824K | Buy |
7,500
+4,900
| +188% | +$538K | 0.87% | 18 |
|
|
2019
Q4 | $324K | Hold |
2,600
| – | – | 1.52% | 26 |
|
|
2019
Q3 | $308K | Sell |
2,600
-1,805
| -41% | -$214K | 0.68% | 55 |
|
|
2019
Q2 | $505K | Sell |
4,405
-595
| -12% | -$68.2K | 0.26% | 116 |
|
|
2019
Q1 | $547K | Sell |
5,000
-4,400
| -47% | -$481K | 1.06% | 29 |
|
|
2018
Q4 | $896K | Buy |
+9,400
| New | +$896K | 1.11% | 12 |
|