Farr Miller & Washington’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $302K | Hold |
1,804
| – | – | 0.02% | 157 |
|
|
2021
Q2 | $298K | Hold |
1,804
| – | – | 0.02% | 156 |
|
|
2021
Q1 | $255K | Buy |
+1,804
| New | +$255K | 0.02% | 166 |
|
|
2020
Q1 | – | Sell |
-1,765
| Closed | -$220K | – | 132 |
|
|
2019
Q4 | $220K | Buy |
+1,765
| New | +$220K | 0.02% | 140 |
|
|
2019
Q3 | – | Sell |
-1,650
| Closed | -$204K | – | 138 |
|
|
2019
Q2 | $204K | Buy |
+1,650
| New | +$204K | 0.02% | 135 |
|
|
2018
Q4 | – | Sell |
-1,950
| Closed | -$208K | – | 133 |
|
|
2018
Q3 | $208K | Buy |
+1,950
| New | +$208K | 0.02% | 145 |
|