GYL Financial Synergies’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$6.29M	Sell	23,183 -182	-0.8%	-$45.3K	0.47%	52
2024 Q2	$5.41M	Buy	23,365 +1	+0%	+$232	0.42%	63
2024 Q1	$5.32M	Sell	23,364 -509	-2%	-$106K	0.42%	60
2023 Q4	$4.47M	Sell	23,873 -114	-0.5%	-$18.4K	0.37%	67
2023 Q3	$3.58M	Buy	23,987 +242	+1%	+$39.6K	0.35%	71
2023 Q2	$4.14M	Buy	23,745 +15,806	+199%	+$2.55M	0.38%	64
2023 Q1	$1.31M	Buy	7,939 +4,134	+109%	+$686K	0.16%	104
2022 Q4	$562K	Sell	3,805 -607	-14%	-$89.9K	0.12%	113
2022 Q3	$595K	Sell	4,412 -291	-6%	-$44K	0.16%	87
2022 Q2	$652K	Buy	4,703 +1	+0%	+$165	0.18%	81
2022 Q1	$879K	Sell	4,702 -145	-3%	-$26.2K	0.21%	62
2021 Q4	$793K	Buy	4,847 +1,145	+31%	+$195K	0.21%	75
2021 Q3	$620K	Buy	3,702 +21	+0.6%	+$3.51K	0.32%	78
2021 Q2	$608K	Buy	3,681 +1	+0%	+$157	0.31%	78
2021 Q1	$521K	Buy	3,680 +251	+7%	+$33.2K	0.29%	90
2020 Q4	$415K	Buy	3,429 +1	+0%	+$111	0.24%	102
2020 Q3	$344K	Buy	3,428 +1	+0%	+$98	0.23%	113
2020 Q2	$326K	Sell	3,427 -267	-7%	-$24.6K	0.24%	105
2020 Q1	$316K	Buy	3,694 +535	+17%	+$62.2K	0.2%	97
2019 Q4	$393K	Sell	3,159 -2,396	-43%	-$286K	0.17%	96
2019 Q3	$657K	Buy	+5,555	New	+$681K	0.33%	61