Fulcrum Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,350
| Closed | -$201K | – | 120 |
|
|
2023
Q3 | $201K | Hold |
1,350
| – | – | 0.06% | 107 |
|
|
2023
Q2 | $235K | Sell |
1,350
-350
| -21% | -$61K | 0.06% | 107 |
|
|
2023
Q1 | $280K | Hold |
1,700
| – | – | 0.08% | 97 |
|
|
2022
Q4 | $251K | Buy |
+1,700
| New | +$251K | 0.07% | 92 |
|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$224K | – | 74 |
|
|
2022
Q1 | $224K | Buy |
+1,200
| New | +$224K | 0.06% | 70 |
|
|
2021
Q4 | – | Sell |
-1,300
| Closed | -$218K | – | 87 |
|
|
2021
Q3 | $218K | Hold |
1,300
| – | – | 0.05% | 84 |
|
|
2021
Q2 | $215K | Buy |
+1,300
| New | +$215K | 0.05% | 80 |
|
|
2020
Q3 | – | Sell |
-4,710
| Closed | -$448K | – | 63 |
|
|
2020
Q2 | $448K | Buy |
4,710
+210
| +5% | +$20K | 0.17% | 44 |
|
|
2020
Q1 | $385K | Hold |
4,500
| – | – | 0.17% | 46 |
|
|
2019
Q4 | $560K | Hold |
4,500
| – | – | 0.17% | 46 |
|
|
2019
Q3 | $532K | Buy |
+4,500
| New | +$532K | 0.18% | 45 |
|