Family Asset 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
Q3 | $287K | Hold |
1,057
| – | – | 0.17% | 89 |
|
|
2024
Q2 | $245K | Buy |
1,057
+88
| +9% | +$20.4K | 0.16% | 94 |
|
|
2024
Q1 | $221K | Buy |
+969
| New | +$221K | 0.14% | 97 |
|
|
2023
Q3 | – | Sell |
-1,402
| Closed | -$244K | – | 183 |
|
|
2023
Q2 | $244K | Hold |
1,402
| – | – | 0.17% | 92 |
|
|
2023
Q1 | $231K | Hold |
1,402
| – | – | 0.17% | 95 |
|
|
2022
Q4 | $207K | Buy |
+1,402
| New | +$207K | 0.17% | 92 |
|