Evelyn V. Moreno’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,500	Closed	-$354K	–	57
2021 Q1	$354K	Hold	2,500	–	–	0.08%	58
2020 Q4	$302K	Hold	2,500	–	–	0.08%	58
2020 Q3	$251K	Hold	2,500	–	–	0.07%	66
2020 Q2	$238K	Hold	2,500	–	–	0.07%	63
2020 Q1	$214K	Hold	2,500	–	–	0.07%	64
2019 Q4	$311K	Hold	2,500	–	–	0.08%	59
2019 Q3	$296K	Buy	+2,500	New	+$296K	0.08%	60
2019 Q2	–	Sell	-2,500	Closed	-$273K	–	59
2019 Q1	$273K	Sell	2,500 -1,000	-29%	-$109K	0.08%	63
2018 Q4	$334K	Hold	3,500	–	–	0.11%	59
2018 Q3	$373K	Hold	3,500	–	–	0.1%	60
2018 Q2	$343K	Hold	3,500	–	–	0.1%	61
2018 Q1	$326K	Hold	3,500	–	–	0.1%	60
2017 Q4	$348K	Hold	3,500	–	–	0.11%	59
2017 Q3	$317K	Hold	3,500	–	–	0.09%	64
2017 Q2	$295K	Hold	3,500	–	–	0.09%	65
2017 Q1	$277K	Hold	3,500	–	–	0.08%	66
2016 Q4	$259K	Hold	3,500	–	–	0.09%	65
2016 Q3	$224K	Sell	3,500 -460	-12%	-$29.4K	0.08%	67
2016 Q2	$241K	Hold	3,960	–	–	0.09%	66
2016 Q1	$243K	Hold	3,960	–	–	0.09%	67
2015 Q4	$275K	Hold	3,960	–	–	0.11%	65
2015 Q3	$294K	Hold	3,960	–	–	0.13%	66
2015 Q2	$308K	Buy	3,960 +460	+13%	+$35.8K	0.12%	66
2015 Q1	$273K	Hold	3,500	–	–	0.1%	70
2014 Q4	$326K	Hold	3,500	–	–	0.12%	65
2014 Q3	$306K	Sell	3,500 -500	-13%	-$43.7K	0.12%	65
2014 Q2	$379K	Hold	4,000	–	–	0.14%	64
2014 Q1	$360K	Sell	4,000 -1,000	-20%	-$90K	0.14%	65
2013 Q4	$454K	Buy	+5,000	New	+$454K	0.19%	62