Financial Gravity 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
Q2 | – | Sell |
-49
| Closed | -$10.8K | – | 1517 |
|
|
2024
Q1 | $10.8K | Buy |
49
+18
| +58% | +$3.98K | ﹤0.01% | 701 |
|
|
2023
Q4 | $5.03K | Buy |
31
+12
| +63% | +$1.95K | ﹤0.01% | 868 |
|
|
2023
Q3 | $2.79K | Sell |
19
-155
| -89% | -$22.8K | ﹤0.01% | 681 |
|
|
2023
Q2 | $18.7K | Buy |
174
+9
| +5% | +$968 | 0.05% | 157 |
|
|
2023
Q1 | $14.6K | Buy |
165
+17
| +11% | +$1.51K | 0.45% | 42 |
|
|
2022
Q4 | $14.8K | Sell |
148
-2,687
| -95% | -$269K | 0.08% | 161 |
|
|
2022
Q3 | $14.1K | Sell |
2,835
-2,864
| -50% | -$14.2K | 0.48% | 41 |
|
|
2022
Q2 | $14.4K | Sell |
5,699
-1,968
| -26% | -$4.98K | 0.45% | 42 |
|
|
2022
Q1 | $24.8K | Buy |
7,667
+3,075
| +67% | +$9.95K | 0.7% | 35 |
|
|
2021
Q4 | $12.9K | Buy |
4,592
+4,511
| +5,569% | +$12.7K | 0.29% | 77 |
|
|
2021
Q3 | $168K | Sell |
81
-1
| -1% | -$2.07K | 0.08% | 222 |
|
|
2021
Q2 | $165K | Sell |
82
-8
| -9% | -$16.1K | 0.06% | 222 |
|
|
2021
Q1 | $12.7K | Buy |
90
+26
| +41% | +$3.67K | 0.26% | 46 |
|
|
2020
Q4 | $8K | Buy |
+64
| New | +$8K | 0.01% | 192 |
|
|
2020
Q2 | – | Sell |
-473
| Closed | -$40.5K | – | 83 |
|
|
2020
Q1 | $40.5K | Sell |
473
-270
| -36% | -$23.1K | 0.13% | 76 |
|
|
2019
Q4 | $124K | Sell |
743
-485
| -39% | -$80.9K | 0.09% | 241 |
|
|
2019
Q3 | $145K | Sell |
1,228
-573
| -32% | -$67.7K | 0.12% | 154 |
|
|
2019
Q2 | $222K | Sell |
1,801
-413
| -19% | -$50.9K | 0.18% | 131 |
|
|
2019
Q1 | $247K | Buy |
+2,214
| New | +$247K | 0.2% | 107 |
|
|
2018
Q3 | $212K | Buy |
2,093
+189
| +10% | +$19.1K | 0.22% | 107 |
|
|
2018
Q2 | $193K | Buy |
1,904
+1,184
| +164% | +$120K | 0.18% | 120 |
|
|
2018
Q1 | $70K | Buy |
+720
| New | +$70K | 0.07% | 241 |
|