HoyleCohen’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $704K | Sell |
3,040
-47
| -2% | -$10.9K | 0.05% | 161 |
|
|
2024
Q1 | $703K | Buy |
3,087
+100
| +3% | +$22.8K | 0.05% | 176 |
|
|
2023
Q4 | $560K | Sell |
2,987
-178
| -6% | -$33.3K | 0.05% | 187 |
|
|
2023
Q3 | $472K | Sell |
3,165
-76
| -2% | -$11.3K | 0.04% | 183 |
|
|
2023
Q2 | $565K | Sell |
3,241
-38
| -1% | -$6.62K | 0.05% | 178 |
|
|
2023
Q1 | $541K | Buy |
3,279
+41
| +1% | +$6.76K | 0.05% | 179 |
|
|
2022
Q4 | $478K | Buy |
3,238
+102
| +3% | +$15.1K | 0.05% | 186 |
|
|
2022
Q3 | $423K | Buy |
3,136
+2
| +0.1% | +$270 | 0.05% | 183 |
|
|
2022
Q2 | $434K | Sell |
3,134
-381
| -11% | -$52.8K | 0.05% | 186 |
|
|
2022
Q1 | $657K | Buy |
3,515
+1
| +0% | +$187 | 0.06% | 172 |
|
|
2021
Q4 | $575K | Sell |
3,514
-795
| -18% | -$130K | 0.05% | 188 |
|
|
2021
Q3 | $722K | Sell |
4,309
-50
| -1% | -$8.38K | 0.07% | 160 |
|
|
2021
Q2 | $720 | Hold |
4,359
| – | – | 0.06% | 157 |
|
|
2021
Q1 | $617K | Hold |
4,359
| – | – | 0.06% | 164 |
|
|
2020
Q4 | $527K | Buy |
+4,359
| New | +$527K | 0.06% | 157 |
|