Financial Advocates Investment 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 | – | Sell |
-795
| Closed | -$216K | – | 739 |
|
|
2024
Q3 | $216K | Buy |
+795
| New | +$216K | 0.01% | 691 |
|
|
2024
Q1 | – | Sell |
-1,331
| Closed | -$249K | – | 757 |
|
|
2023
Q4 | $249K | Sell |
1,331
-680
| -34% | -$127K | 0.02% | 629 |
|
|
2023
Q3 | $300K | Buy |
2,011
+127
| +7% | +$18.9K | 0.02% | 520 |
|
|
2023
Q2 | $328K | Sell |
1,884
-22
| -1% | -$3.83K | 0.02% | 499 |
|
|
2023
Q1 | $314K | Sell |
1,906
-144
| -7% | -$23.8K | 0.02% | 535 |
|
|
2022
Q4 | $303K | Sell |
2,050
-183
| -8% | -$27K | 0.02% | 560 |
|
|
2022
Q3 | $288K | Buy |
2,233
+199
| +10% | +$25.7K | 0.02% | 550 |
|
|
2022
Q2 | $282K | Buy |
2,034
+117
| +6% | +$16.2K | 0.02% | 524 |
|
|
2022
Q1 | $358K | Buy |
1,917
+46
| +2% | +$8.59K | 0.02% | 526 |
|
|
2021
Q4 | $306K | Sell |
1,871
-166
| -8% | -$27.1K | 0.02% | 623 |
|
|
2021
Q3 | $341K | Buy |
+2,037
| New | +$341K | 0.02% | 573 |
|
|
2021
Q2 | – | Sell |
-1,631
| Closed | -$231K | – | 725 |
|
|
2021
Q1 | $231K | Buy |
+1,631
| New | +$231K | 0.02% | 666 |
|
|
2019
Q1 | – | Sell |
-3,529
| Closed | -$336K | – | 457 |
|
|
2018
Q4 | $336K | Sell |
3,529
-202
| -5% | -$19.2K | 0.05% | 317 |
|
|
2018
Q3 | $397K | Buy |
+3,731
| New | +$397K | 0.04% | 326 |
|