Eudaimonia Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,357
| Closed | -$352K | – | 255 |
|
|
2023
Q3 | $352K | Sell |
2,357
-23
| -1% | -$3.43K | 0.09% | 215 |
|
|
2023
Q2 | $415K | Hold |
2,380
| – | – | 0.09% | 204 |
|
|
2023
Q1 | $393K | Sell |
2,380
-85
| -3% | -$14K | 0.09% | 212 |
|
|
2022
Q4 | $364K | Sell |
2,465
-13
| -0.5% | -$1.92K | 0.09% | 221 |
|
|
2022
Q3 | $334K | Sell |
2,478
-15,180
| -86% | -$2.05M | 0.09% | 224 |
|
|
2022
Q2 | $2.45M | Sell |
17,658
-4,761
| -21% | -$660K | 0.45% | 59 |
|
|
2022
Q1 | $4.19M | Buy |
+22,419
| New | +$4.19M | 0.71% | 28 |
|
|
2021
Q3 | $3.64M | Buy |
21,732
+140
| +0.6% | +$23.5K | 0.66% | 35 |
|
|
2021
Q2 | $3.57M | Buy |
21,592
+308
| +1% | +$50.9K | 0.67% | 36 |
|
|
2021
Q1 | $3.01M | Buy |
21,284
+386
| +2% | +$54.6K | 0.62% | 37 |
|
|
2020
Q4 | $2.53M | Buy |
20,898
+1,162
| +6% | +$141K | 0.57% | 43 |
|
|
2020
Q3 | $1.98M | Buy |
19,736
+16,050
| +435% | +$1.61M | 0.51% | 49 |
|
|
2020
Q2 | $351K | Sell |
3,686
-142
| -4% | -$13.5K | 0.13% | 172 |
|
|
2020
Q1 | $328K | Buy |
3,828
+2,366
| +162% | +$203K | 0.14% | 162 |
|
|
2019
Q4 | $182K | Buy |
+1,462
| New | +$182K | 0.07% | 254 |
|