Financial Partners Capital Management’s American Express AXP Stock Holding History

Financial Partners Capital Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$3.25M	Sell	21,965 -2,645	-11%	-$391K	0.72%	40
2022 Q3	$3.32M	Sell	24,610 -1,071	-4%	-$144K	0.79%	39
2022 Q2	$3.56M	Sell	25,681 -366	-1%	-$50.7K	0.77%	40
2022 Q1	$4.87M	Sell	26,047 -906	-3%	-$169K	0.9%	37
2021 Q4	$4.41M	Sell	26,953 -475	-2%	-$77.7K	0.78%	39
2021 Q3	$4.6M	Sell	27,428 -640	-2%	-$107K	0.84%	39
2021 Q2	$4.64M	Buy	28,068 +250	+0.9%	+$41.3K	0.85%	39
2021 Q1	$3.93M	Sell	27,818 -6,886	-20%	-$974K	0.8%	38
2020 Q4	$4.2M	Sell	34,704 -1,035	-3%	-$125K	0.96%	34
2020 Q3	$3.58M	Sell	35,739 -3,171	-8%	-$318K	0.95%	34
2020 Q2	$3.7M	Sell	38,910 -650	-2%	-$61.9K	1.07%	33
2020 Q1	$3.39M	Buy	+39,560	New	+$3.39M	1.08%	33
2018 Q4	$640K	Hold	6,718	–	–	0.21%	54
2018 Q3	$715K	Hold	6,718	–	–	0.2%	52
2018 Q2	$658K	Sell	6,718 -319	-5%	-$31.2K	0.2%	51
2018 Q1	$656K	Sell	7,037 -50	-0.7%	-$4.66K	0.2%	53
2017 Q4	$704K	Sell	7,087 -666	-9%	-$66.2K	0.13%	90
2017 Q3	$701K	Sell	7,753 -331	-4%	-$29.9K	0.13%	89
2017 Q2	$681K	Sell	8,084 -3,550	-31%	-$299K	0.14%	88
2017 Q1	$920K	Sell	11,634 -550	-5%	-$43.5K	0.2%	77
2016 Q4	$903K	Buy	12,184 +3,425	+39%	+$254K	0.22%	75
2016 Q3	$585K	Buy	8,759 +275	+3%	+$18.4K	0.15%	81
2016 Q2	$515K	Buy	8,484 +3,410	+67%	+$207K	0.14%	77
2016 Q1	$312K	Sell	5,074 -4,423	-47%	-$272K	0.08%	91
2015 Q4	$661K	Hold	9,497	–	–	0.16%	86
2015 Q3	$704K	Buy	9,497 +4,739	+100%	+$351K	0.18%	85
2015 Q2	$370K	Hold	4,758	–	–	0.09%	103
2015 Q1	$372K	Sell	4,758 -2,200	-32%	-$172K	0.09%	98
2014 Q4	$647K	Hold	6,958	–	–	0.18%	87
2014 Q3	$609K	Hold	6,958	–	–	0.18%	79
2014 Q2	$660K	Sell	6,958 -1,000	-13%	-$94.9K	0.2%	78
2014 Q1	$716K	Hold	7,958	–	–	0.23%	75
2013 Q4	$722K	Sell	7,958 -1,050	-12%	-$95.3K	0.24%	72
2013 Q3	$680K	Hold	9,008	–	–	0.27%	62
2013 Q2	$673K	Buy	+9,008	New	+$673K	0.3%	60