Freedman Financial Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-849
| Closed | -$159K | – | 37 |
|
|
2022
Q1 | $159K | Hold |
849
| – | – | 0.11% | 91 |
|
|
2021
Q4 | $139K | Hold |
849
| – | – | 0.09% | 99 |
|
|
2021
Q3 | $142K | Hold |
849
| – | – | 0.1% | 90 |
|
|
2021
Q2 | $140K | Hold |
849
| – | – | 0.11% | 88 |
|
|
2021
Q1 | $120K | Hold |
849
| – | – | 0.1% | 89 |
|
|
2020
Q4 | $103K | Buy |
+849
| New | +$103K | 0.09% | 92 |
|