Financial Advantage’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-340	Closed	-$45K	–	43
2022 Q3	$45K	Hold	340	–	–	0.04%	68
2022 Q2	$47K	Hold	340	–	–	0.04%	72
2022 Q1	$63K	Hold	340	–	–	0.05%	70
2021 Q4	$55K	Hold	340	–	–	0.05%	73
2021 Q3	$56K	Hold	340	–	–	0.05%	60
2021 Q2	$56K	Hold	340	–	–	0.05%	62
2021 Q1	$48K	Hold	340	–	–	0.04%	69
2020 Q4	$41K	Sell	340 -340	-50%	-$41K	0.04%	69
2020 Q3	$68K	Hold	680	–	–	0.06%	51
2020 Q2	$64K	Hold	680	–	–	0.05%	53
2020 Q1	$58K	Hold	680	–	–	0.05%	49
2019 Q4	$84K	Hold	680	–	–	0.06%	45
2019 Q3	$80K	Hold	680	–	–	0.05%	53
2019 Q2	$83K	Hold	680	–	–	0.06%	44
2019 Q1	$74K	Hold	680	–	–	0.05%	49
2018 Q4	$64K	Buy	+680	New	+$64K	0.05%	51
2017 Q4	–	Sell	-680	Closed	-$62K	–	34
2017 Q3	$62K	Buy	+680	New	+$62K	0.05%	54
2015 Q4	–	Sell	-680	Closed	-$50K	–	35
2015 Q3	$50K	Hold	680	–	–	0.05%	58
2015 Q2	$53K	Hold	680	–	–	0.05%	54
2015 Q1	$53K	Hold	680	–	–	0.05%	53
2014 Q4	$63K	Hold	680	–	–	0.06%	46
2014 Q3	$60K	Hold	680	–	–	0.06%	52
2014 Q2	$65K	Hold	680	–	–	0.06%	47
2014 Q1	$61K	Hold	680	–	–	0.06%	50
2013 Q4	$62K	Hold	680	–	–	0.05%	60
2013 Q3	$51K	Hold	680	–	–	0.04%	63
2013 Q2	$51K	Buy	+680	New	+$51K	0.04%	63