IMPACTfolio’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,682
| Closed | -$249K | – | 42 |
|
|
2022
Q4 | $249K | Buy |
1,682
+25
| +2% | +$3.7K | 0.23% | 35 |
|
|
2022
Q3 | $224K | Sell |
1,657
-65
| -4% | -$8.79K | 0.22% | 40 |
|
|
2022
Q2 | $239K | Sell |
1,722
-8
| -0.5% | -$1.11K | 0.23% | 39 |
|
|
2022
Q1 | $324K | Buy |
+1,730
| New | +$324K | 0.24% | 34 |
|