HFG Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,496
| Closed | -$223K | – | 104 |
|
|
2023
Q3 | $223K | Sell |
1,496
-6
| -0.4% | -$895 | 0.24% | 79 |
|
|
2023
Q2 | $262K | Buy |
+1,502
| New | +$262K | 0.28% | 72 |
|
|
2023
Q1 | – | Sell |
-2,292
| Closed | -$339K | – | 90 |
|
|
2022
Q4 | $339K | Hold |
2,292
| – | – | 0.4% | 54 |
|
|
2022
Q3 | $309K | Hold |
2,292
| – | – | 0.43% | 51 |
|
|
2022
Q2 | $318K | Hold |
2,292
| – | – | 0.43% | 53 |
|
|
2022
Q1 | $429K | Buy |
+2,292
| New | +$429K | 0.49% | 43 |
|