Hotaling Investment Management’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 | $2.3M | Buy |
15,538
+122
| +0.8% | +$18K | 1.04% | 31 |
|
|
2022
Q3 | $2.08M | Buy |
15,416
+521
| +3% | +$70.3K | 1% | 30 |
|
|
2022
Q2 | $2.07M | Buy |
14,895
+341
| +2% | +$47.3K | 0.9% | 33 |
|
|
2022
Q1 | $2.72M | Sell |
14,554
-4,452
| -23% | -$833K | 1.05% | 28 |
|
|
2021
Q4 | $3.11M | Buy |
19,006
+544
| +3% | +$89K | 1.08% | 28 |
|
|
2021
Q3 | $3.09M | Buy |
18,462
+399
| +2% | +$66.8K | 1.29% | 23 |
|
|
2021
Q2 | $2.99M | Sell |
18,063
-153
| -0.8% | -$25.3K | 1.21% | 23 |
|
|
2021
Q1 | $2.58M | Buy |
18,216
+495
| +3% | +$70K | 1.16% | 28 |
|
|
2020
Q4 | $2.14M | Buy |
17,721
+25
| +0.1% | +$3.02K | 1% | 33 |
|
|
2020
Q3 | $1.77M | Sell |
17,696
-347
| -2% | -$34.8K | 0.96% | 36 |
|
|
2020
Q2 | $1.72M | Buy |
+18,043
| New | +$1.72M | 0.99% | 33 |
|