Financial Synergies Wealth Advisors’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 |
-29
| Closed | -$6.49K | – | 104 |
|
|
2024
Q1 | $6.49K | Sell |
29
-4
| -12% | -$895 | ﹤0.01% | 267 |
|
|
2023
Q4 | $4.8K | Buy |
33
+4
| +14% | +$582 | ﹤0.01% | 219 |
|
|
2023
Q3 | $4.25K | Hold |
29
| – | – | ﹤0.01% | 272 |
|
|
2023
Q2 | $4.97K | Hold |
29
| – | – | ﹤0.01% | 260 |
|
|
2023
Q1 | $4.7K | Sell |
29
-4
| -12% | -$649 | ﹤0.01% | 268 |
|
|
2022
Q4 | $4.8K | Buy |
33
+13
| +65% | +$1.89K | ﹤0.01% | 219 |
|
|
2022
Q3 | $2.63K | Buy |
+20
| New | +$2.63K | ﹤0.01% | 211 |
|