GYL Financial Synergies’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $6.29M | Sell |
23,183
-182
| -0.8% | -$49.4K | 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% | -$116K | 0.42% | 60 |
|
2023
Q4 | $4.47M | Sell |
23,873
-114
| -0.5% | -$21.4K | 0.37% | 67 |
|
2023
Q3 | $3.58M | Buy |
23,987
+242
| +1% | +$36.1K | 0.35% | 71 |
|
2023
Q2 | $4.14M | Buy |
23,745
+15,806
| +199% | +$2.75M | 0.38% | 64 |
|
2023
Q1 | $1.31M | Buy |
7,939
+4,134
| +109% | +$682K | 0.16% | 104 |
|
2022
Q4 | $562K | Sell |
3,805
-607
| -14% | -$89.7K | 0.12% | 113 |
|
2022
Q3 | $595K | Sell |
4,412
-291
| -6% | -$39.2K | 0.16% | 87 |
|
2022
Q2 | $652K | Buy |
4,703
+1
| +0% | +$139 | 0.18% | 81 |
|
2022
Q1 | $879K | Sell |
4,702
-145
| -3% | -$27.1K | 0.21% | 62 |
|
2021
Q4 | $793K | Buy |
4,847
+1,145
| +31% | +$187K | 0.21% | 75 |
|
2021
Q3 | $620K | Buy |
3,702
+21
| +0.6% | +$3.52K | 0.32% | 78 |
|
2021
Q2 | $608K | Buy |
3,681
+1
| +0% | +$165 | 0.31% | 78 |
|
2021
Q1 | $521K | Buy |
3,680
+251
| +7% | +$35.5K | 0.29% | 90 |
|
2020
Q4 | $415K | Buy |
3,429
+1
| +0% | +$121 | 0.24% | 102 |
|
2020
Q3 | $344K | Buy |
3,428
+1
| +0% | +$100 | 0.23% | 113 |
|
2020
Q2 | $326K | Sell |
3,427
-267
| -7% | -$25.4K | 0.24% | 105 |
|
2020
Q1 | $316K | Buy |
3,694
+535
| +17% | +$45.8K | 0.2% | 97 |
|
2019
Q4 | $393K | Sell |
3,159
-2,396
| -43% | -$298K | 0.17% | 96 |
|
2019
Q3 | $657K | Buy |
+5,555
| New | +$657K | 0.33% | 61 |
|