FundX Investment Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,000
| Closed | -$1.12M | – | 36 |
|
|
2019
Q4 | $1.12M | Hold |
9,000
| – | – | 0.3% | 35 |
|
|
2019
Q3 | $1.07M | Hold |
9,000
| – | – | 0.38% | 23 |
|
|
2019
Q2 | $1.11M | Hold |
9,000
| – | – | 0.46% | 24 |
|
|
2019
Q1 | $984K | Hold |
9,000
| – | – | 0.33% | 31 |
|
|
2018
Q4 | $858K | Hold |
9,000
| – | – | 0.32% | 34 |
|
|
2018
Q3 | $958K | Hold |
9,000
| – | – | 0.53% | 21 |
|
|
2018
Q2 | $882K | Hold |
9,000
| – | – | 0.44% | 22 |
|
|
2018
Q1 | $840K | Hold |
9,000
| – | – | 0.44% | 19 |
|
|
2017
Q4 | $894K | Hold |
9,000
| – | – | 0.45% | 24 |
|
|
2017
Q3 | $814K | Hold |
9,000
| – | – | 0.34% | 20 |
|
|
2017
Q2 | $758K | Hold |
9,000
| – | – | 0.31% | 24 |
|
|
2017
Q1 | $712K | Hold |
9,000
| – | – | 0.3% | 32 |
|
|
2016
Q4 | $667K | Hold |
9,000
| – | – | 0.23% | 31 |
|
|
2016
Q3 | $576K | Buy |
+9,000
| New | +$576K | 0.15% | 36 |
|