Horan Securities’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-440
| Closed | -$76.7K | – | 142 |
|
|
2023
Q2 | $76.7K | Sell |
440
-17
| -4% | -$2.96K | 0.03% | 196 |
|
|
2023
Q1 | $75.4K | Sell |
457
-5
| -1% | -$825 | 0.04% | 174 |
|
|
2022
Q4 | $68.3K | Buy |
462
+458
| +11,450% | +$67.7K | 0.04% | 175 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 522 |
|
|
2022
Q2 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 595 |
|
|
2022
Q1 | $1K | Buy |
3
+2
| +200% | +$667 | ﹤0.01% | 467 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 516 |
|
|
2021
Q1 | – | Sell |
-51
| Closed | -$6K | – | 413 |
|
|
2020
Q4 | $6K | Hold |
51
| – | – | ﹤0.01% | 292 |
|
|
2020
Q3 | $5K | Buy |
51
+6
| +13% | +$588 | 0.01% | 252 |
|
|
2020
Q2 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 252 |
|