Fortis Advisors’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 | – | Sell |
-588
| Closed | -$97K | – | 104 |
|
|
2023
Q1 | $97K | Hold |
588
| – | – | 0.06% | 123 |
|
|
2022
Q4 | $86.9K | Hold |
588
| – | – | 0.07% | 127 |
|
|
2022
Q3 | $79K | Hold |
588
| – | – | 0.06% | 132 |
|
|
2022
Q2 | $82K | Hold |
588
| – | – | 0.05% | 144 |
|
|
2022
Q1 | $110K | Hold |
588
| – | – | 0.06% | 147 |
|
|
2021
Q4 | $96K | Hold |
588
| – | – | 0.06% | 144 |
|
|
2021
Q3 | $99K | Hold |
588
| – | – | 0.06% | 137 |
|
|
2021
Q2 | $97K | Buy |
588
+587
| +58,700% | +$96.8K | 0.06% | 145 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 220 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 174 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 150 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 182 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 325 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 307 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 303 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 328 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 314 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 300 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 297 |
|
|
2018
Q2 | $0 | Sell |
1
-199
| -100% | – | ﹤0.01% | 304 |
|
|
2018
Q1 | $19K | Hold |
200
| – | – | 0.01% | 217 |
|
|
2017
Q4 | $20K | Buy |
+200
| New | +$20K | 0.01% | 206 |
|