Householder Group Estate & Retirement Specialist’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $384K | Sell |
1,297
-863
| -40% | -$256K | 0.29% | 51 |
|
|
2024
Q3 | $586K | Sell |
2,160
-1,871
| -46% | -$508K | 0.17% | 121 |
|
|
2024
Q2 | $933K | Sell |
4,031
-91
| -2% | -$21.1K | 0.26% | 83 |
|
|
2024
Q1 | $939K | Sell |
4,122
-96
| -2% | -$21.9K | 0.28% | 77 |
|
|
2023
Q4 | $790K | Sell |
4,218
-114
| -3% | -$21.4K | 0.26% | 78 |
|
|
2023
Q3 | $646K | Buy |
+4,332
| New | +$646K | 0.23% | 85 |
|
|
2023
Q1 | $749K | Buy |
4,540
+201
| +5% | +$33.2K | 0.29% | 78 |
|
|
2022
Q4 | $641K | Buy |
4,339
+14
| +0.3% | +$2.07K | 0.96% | 21 |
|
|
2022
Q3 | $583K | Sell |
4,325
-57
| -1% | -$7.68K | 0.24% | 92 |
|
|
2022
Q2 | $607K | Buy |
4,382
+86
| +2% | +$11.9K | 0.27% | 87 |
|
|
2022
Q1 | $803K | Sell |
4,296
-440
| -9% | -$82.2K | 0.32% | 84 |
|
|
2021
Q4 | $775K | Buy |
+4,736
| New | +$775K | 0.29% | 92 |
|