Executive Wealth Management’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 | $232K | Buy |
782
+25
| +3% | +$7.42K | 0.02% | 240 |
|
|
2024
Q3 | $205K | Buy |
+757
| New | +$205K | 0.02% | 254 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$9K | – | 181 |
|
|
2019
Q2 | $9K | Hold |
75
| – | – | ﹤0.01% | 620 |
|
|
2019
Q1 | $8K | Sell |
75
-10
| -12% | -$1.07K | ﹤0.01% | 582 |
|
|
2018
Q4 | $8K | Buy |
+85
| New | +$8K | ﹤0.01% | 600 |
|