First Capital Advisors Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $417K | Sell |
2,393
-17
| -0.7% | -$2.96K | 0.22% | 84 |
|
|
2023
Q1 | $398K | Sell |
2,410
-67
| -3% | -$11.1K | 0.26% | 85 |
|
|
2022
Q4 | $366K | Sell |
2,477
-89
| -3% | -$13.2K | 0.25% | 98 |
|
|
2022
Q3 | $346K | Sell |
2,566
-2,139
| -45% | -$288K | 0.29% | 94 |
|
|
2022
Q2 | $652K | Buy |
+4,705
| New | +$652K | 0.45% | 55 |
|
|
2018
Q4 | $223K | Sell |
2,344
-343
| -13% | -$32.6K | 0.17% | 122 |
|
|
2018
Q3 | $286K | Sell |
2,687
-161
| -6% | -$17.1K | 0.18% | 119 |
|
|
2018
Q2 | $279K | Sell |
2,848
-442
| -13% | -$43.3K | 0.18% | 123 |
|
|
2018
Q1 | $307K | Buy |
3,290
+1,090
| +50% | +$102K | 0.18% | 111 |
|
|
2017
Q4 | $218K | Buy |
+2,200
| New | +$218K | 0.14% | 161 |
|