Huber Financial Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$228K Hold
2,665
0.09% 103
2019
Q4
$332K Sell
2,665
-100
-4% -$12.5K 0.12% 90
2019
Q3
$327K Buy
2,765
+100
+4% +$11.8K 0.13% 88
2019
Q2
$329K Hold
2,665
0.14% 85
2019
Q1
$291K Buy
+2,665
New +$291K 0.14% 89