Halpern Financial’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-33
Closed -$4.45K 204
2022
Q3
$4.45K Sell
33
-3
-8% -$405 ﹤0.01% 165
2022
Q2
$4.99K Hold
36
﹤0.01% 196
2022
Q1
$6.73K Sell
36
-100
-74% -$18.7K ﹤0.01% 183
2021
Q4
$22.3K Buy
+136
New +$22.3K 0.01% 131