FinTrust Capital 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
Q3 | $712K | Sell |
2,625
-26
| -1% | -$7.05K | 0.12% | 146 |
|
|
2024
Q2 | $614K | Buy |
2,651
+125
| +5% | +$28.9K | 0.11% | 154 |
|
|
2024
Q1 | $575K | Buy |
2,526
+333
| +15% | +$75.8K | 0.11% | 161 |
|
|
2023
Q4 | $411K | Buy |
2,193
+199
| +10% | +$37.3K | 0.08% | 183 |
|
|
2023
Q3 | $297K | Sell |
1,994
-153
| -7% | -$22.8K | 0.07% | 215 |
|
|
2023
Q2 | $317K | Hold |
2,147
| – | – | 0.08% | 204 |
|
|
2023
Q1 | $317K | Hold |
2,147
| – | – | 0.08% | 199 |
|
|
2022
Q4 | $317K | Buy |
2,147
+199
| +10% | +$29.4K | 0.08% | 200 |
|
|
2022
Q3 | $284K | Sell |
1,948
-44
| -2% | -$6.42K | 0.07% | 211 |
|
|
2022
Q2 | $305K | Buy |
1,992
+145
| +8% | +$22.2K | 0.08% | 213 |
|
|
2022
Q1 | $345K | Buy |
1,847
+84
| +5% | +$15.7K | 0.08% | 211 |
|
|
2021
Q4 | $288K | Sell |
1,763
-207
| -11% | -$33.8K | 0.07% | 238 |
|
|
2021
Q3 | $330K | Buy |
1,970
+51
| +3% | +$8.54K | 0.09% | 201 |
|
|
2021
Q2 | $317K | Buy |
1,919
+231
| +14% | +$38.2K | 0.08% | 210 |
|
|
2021
Q1 | $239K | Buy |
1,688
+150
| +10% | +$21.2K | 0.07% | 235 |
|
|
2020
Q4 | $186K | Buy |
1,538
+285
| +23% | +$34.5K | 0.06% | 253 |
|
|
2020
Q3 | $126 | Sell |
1,253
-3,414
| -73% | -$343 | 0.02% | 321 |
|
|
2020
Q2 | $444K | Sell |
4,667
-2,083
| -31% | -$198K | 0.18% | 110 |
|
|
2020
Q1 | $578K | Buy |
6,750
+3,417
| +103% | +$293K | 0.28% | 73 |
|
|
2019
Q4 | $415K | Sell |
3,333
-550
| -14% | -$68.5K | 0.17% | 124 |
|
|
2019
Q3 | $459K | Buy |
3,883
+868
| +29% | +$103K | 0.16% | 109 |
|
|
2019
Q2 | $372K | Buy |
3,015
+532
| +21% | +$65.6K | 0.15% | 133 |
|
|
2019
Q1 | $271K | Sell |
2,483
-843
| -25% | -$92K | 0.11% | 155 |
|
|
2018
Q4 | $317K | Buy |
+3,326
| New | +$317K | 0.16% | 126 |
|