Ferris Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $364K | Hold |
1,945
| – | – | 0.08% | 149 |
|
|
2021
Q4 | $318K | Hold |
1,945
| – | – | 0.07% | 165 |
|
|
2021
Q3 | $353K | Buy |
+1,945
| New | +$353K | 0.08% | 162 |
|
|
2021
Q2 | – | Sell |
-1,753
| Closed | -$248K | – | 59 |
|
|
2021
Q1 | $248K | Hold |
1,753
| – | – | 0.06% | 176 |
|
|
2020
Q4 | $212K | Buy |
+1,753
| New | +$212K | 0.06% | 175 |
|
|
2019
Q2 | – | Sell |
-914
| Closed | -$100K | – | 206 |
|
|
2019
Q1 | $100K | Buy |
914
+286
| +46% | +$31.3K | 0.04% | 207 |
|
|
2018
Q4 | $60K | Sell |
628
-25
| -4% | -$2.39K | 0.03% | 231 |
|
|
2018
Q3 | $70K | Sell |
653
-15
| -2% | -$1.61K | 0.03% | 230 |
|
|
2018
Q2 | $65K | Hold |
668
| – | – | 0.03% | 235 |
|
|
2018
Q1 | $62K | Buy |
+668
| New | +$62K | 0.03% | 260 |
|
|
2017
Q3 | – | Sell |
-831
| Closed | -$70K | – | 189 |
|
|
2017
Q2 | $70K | Buy |
+831
| New | +$70K | 0.03% | 218 |
|