InterOcean Capital Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $656K | Sell |
2,880
-369
| -11% | -$84K | 0.02% | 264 |
|
|
2023
Q4 | $609K | Buy |
3,249
+577
| +22% | +$108K | 0.02% | 259 |
|
|
2023
Q3 | $399K | Sell |
2,672
-484
| -15% | -$72.2K | 0.01% | 306 |
|
|
2023
Q2 | $550K | Buy |
3,156
+494
| +19% | +$86K | 0.02% | 254 |
|
|
2023
Q1 | $439K | Sell |
2,662
-1,949
| -42% | -$321K | 0.01% | 272 |
|
|
2022
Q4 | $681K | Sell |
4,611
-872
| -16% | -$129K | 0.02% | 219 |
|
|
2022
Q3 | $740K | Sell |
5,483
-893
| -14% | -$121K | 0.03% | 188 |
|
|
2022
Q2 | $884K | Buy |
6,376
+3,982
| +166% | +$552K | 0.04% | 172 |
|
|
2022
Q1 | $448K | Sell |
2,394
-83
| -3% | -$15.5K | 0.02% | 178 |
|
|
2021
Q4 | $405K | Buy |
2,477
+483
| +24% | +$79K | 0.02% | 184 |
|
|
2021
Q3 | $334K | Hold |
1,994
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $329K | Hold |
1,994
| – | – | 0.02% | 198 |
|
|
2021
Q1 | $282K | Buy |
+1,994
| New | +$282K | 0.02% | 191 |
|