FORA Capital’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 | – | Sell |
-31,639
| Closed | -$7.33M | – | 441 |
|
|
2024
Q2 | $7.33M | Buy |
+31,639
| New | +$7.33M | 0.89% | 20 |
|
|
2023
Q4 | – | Sell |
-67,611
| Closed | -$10.1M | – | 436 |
|
|
2023
Q3 | $10.1M | Buy |
+67,611
| New | +$10.1M | 0.89% | 22 |
|
|
2022
Q4 | – | Sell |
-17,278
| Closed | -$2.33M | – | 463 |
|
|
2022
Q3 | $2.33M | Sell |
17,278
-4,798
| -22% | -$647K | 0.45% | 55 |
|
|
2022
Q2 | $3.06M | Buy |
+22,076
| New | +$3.06M | 0.61% | 40 |
|
|
2021
Q3 | – | Sell |
-12,095
| Closed | -$2M | – | 391 |
|
|
2021
Q2 | $2M | Buy |
+12,095
| New | +$2M | 0.37% | 67 |
|
|
2021
Q1 | – | Sell |
-11,217
| Closed | -$1.36M | – | 774 |
|
|
2020
Q4 | $1.36M | Buy |
+11,217
| New | +$1.36M | 0.21% | 112 |
|
|
2020
Q3 | – | Sell |
-4,309
| Closed | -$410K | – | 663 |
|
|
2020
Q2 | $410K | Sell |
4,309
-17,445
| -80% | -$1.66M | 0.14% | 190 |
|
|
2020
Q1 | $1.86M | Buy |
21,754
+20,185
| +1,286% | +$1.73M | 0.4% | 49 |
|
|
2019
Q4 | $195K | Buy |
+1,569
| New | +$195K | 0.02% | 624 |
|