FirstPurpose Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $654K | Sell |
3,007
-103
| -3% | -$22.4K | 0.24% | 75 |
|
|
2023
Q4 | $583K | Buy |
3,110
+61
| +2% | +$11.4K | 0.22% | 75 |
|
|
2023
Q3 | $455K | Buy |
3,049
+30
| +1% | +$4.48K | 0.2% | 88 |
|
|
2023
Q2 | $526K | Sell |
3,019
-110
| -4% | -$19.2K | 0.23% | 75 |
|
|
2023
Q1 | $516K | Buy |
3,129
+81
| +3% | +$13.4K | 0.25% | 77 |
|
|
2022
Q4 | $450K | Buy |
3,048
+79
| +3% | +$11.7K | 0.25% | 79 |
|
|
2022
Q3 | $401K | Sell |
2,969
-238
| -7% | -$32.1K | 0.26% | 70 |
|
|
2022
Q2 | $445K | Buy |
3,207
+207
| +7% | +$28.7K | 0.3% | 59 |
|
|
2022
Q1 | $561K | Sell |
3,000
-360
| -11% | -$67.3K | 0.44% | 49 |
|
|
2021
Q4 | $550K | Buy |
+3,360
| New | +$550K | 0.35% | 54 |
|