Impact Partnership Wealth’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 | – | Sell |
-2,335
| Closed | -$633K | – | 295 |
|
|
2024
Q3 | $633K | Sell |
2,335
-92
| -4% | -$24.9K | 0.14% | 91 |
|
|
2024
Q2 | $562K | Buy |
2,427
+2,420
| +34,571% | +$560K | 0.15% | 92 |
|
|
2024
Q1 | $1.6K | Sell |
7
-2,030
| -100% | -$464K | ﹤0.01% | 592 |
|
|
2023
Q4 | $382K | Sell |
2,037
-604
| -23% | -$113K | 0.14% | 104 |
|
|
2023
Q3 | $394K | Buy |
2,641
+2,440
| +1,214% | +$364K | 0.12% | 90 |
|
|
2023
Q2 | $35K | Buy |
+201
| New | +$35K | 0.01% | 286 |
|