Girard Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.43M | Sell |
36,391
-614
| -2% | -$142K | 0.8% | 27 |
|
|
2024
Q1 | $8.43M | Buy |
37,005
+452
| +1% | +$103K | 0.79% | 31 |
|
|
2023
Q4 | $6.85M | Buy |
36,553
+1,109
| +3% | +$208K | 0.69% | 35 |
|
|
2023
Q3 | $5.29M | Buy |
35,444
+1,403
| +4% | +$209K | 0.6% | 39 |
|
|
2023
Q2 | $5.93M | Buy |
34,041
+1,248
| +4% | +$217K | 0.63% | 38 |
|
|
2023
Q1 | $5.41M | Buy |
32,793
+7,210
| +28% | +$1.19M | 0.6% | 41 |
|
|
2022
Q4 | $3.78M | Sell |
25,583
-235
| -0.9% | -$34.7K | 0.43% | 61 |
|
|
2022
Q3 | $3.48M | Buy |
25,818
+6,509
| +34% | +$878K | 0.46% | 57 |
|
|
2022
Q2 | $2.68M | Buy |
19,309
+3,227
| +20% | +$447K | 0.34% | 79 |
|
|
2022
Q1 | $3.01M | Buy |
16,082
+9,764
| +155% | +$1.83M | 0.33% | 80 |
|
|
2021
Q4 | $1.03M | Buy |
6,318
+2,079
| +49% | +$340K | 0.11% | 130 |
|
|
2021
Q3 | $710K | Buy |
4,239
+1,854
| +78% | +$311K | 0.09% | 135 |
|
|
2021
Q2 | $394K | Buy |
+2,385
| New | +$394K | 0.05% | 178 |
|
|
2018
Q4 | – | Sell |
-189
| Closed | -$20K | – | 287 |
|
|
2018
Q3 | $20K | Buy |
+189
| New | +$20K | ﹤0.01% | 600 |
|