Global Financial Private Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $1.92M | Buy |
20,185
+783
| +4% | +$74.6K | 0.12% | 154 |
|
2020
Q1 | $1.67M | Sell |
19,402
-2,581
| -12% | -$222K | 0.11% | 167 |
|
2019
Q4 | $2.74M | Sell |
21,983
-1,400
| -6% | -$174K | 0.14% | 156 |
|
2019
Q3 | $2.77M | Sell |
23,383
-838
| -3% | -$99.1K | 0.14% | 149 |
|
2019
Q2 | $2.99M | Sell |
24,221
-4,305
| -15% | -$531K | 0.14% | 152 |
|
2019
Q1 | $3.12M | Buy |
28,526
+76
| +0.3% | +$8.31K | 0.15% | 143 |
|
2018
Q4 | $2.71M | Sell |
28,450
-11,960
| -30% | -$1.14M | 0.15% | 145 |
|
2018
Q3 | $4.3M | Sell |
40,410
-2,735
| -6% | -$291K | 0.15% | 127 |
|
2018
Q2 | $4.23M | Buy |
43,145
+39,973
| +1,260% | +$3.92M | 0.14% | 121 |
|
2018
Q1 | $296K | Buy |
+3,172
| New | +$296K | 0.01% | 446 |
|
2017
Q4 | – | Sell |
-3,150
| Closed | -$285K | – | 524 |
|
2017
Q3 | $285K | Buy |
+3,150
| New | +$285K | 0.01% | 408 |
|