Intersect Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $515K | Buy |
3,712
+28
| +0.8% | +$3.89K | 0.16% | 145 |
|
|
2022
Q1 | $689K | Buy |
3,684
+398
| +12% | +$74.4K | 0.13% | 150 |
|
|
2021
Q4 | $538K | Sell |
3,286
-1,055
| -24% | -$173K | 0.1% | 187 |
|
|
2021
Q3 | $727K | Buy |
4,341
+169
| +4% | +$28.3K | 0.12% | 130 |
|
|
2021
Q2 | $689K | Buy |
4,172
+287
| +7% | +$47.4K | 0.12% | 141 |
|
|
2021
Q1 | $550K | Buy |
3,885
+286
| +8% | +$40.5K | 0.11% | 146 |
|
|
2020
Q4 | $435K | Buy |
3,599
+30
| +0.8% | +$3.63K | 0.1% | 163 |
|
|
2020
Q3 | $358K | Sell |
3,569
-680
| -16% | -$68.2K | 0.1% | 153 |
|
|
2020
Q2 | $404K | Buy |
4,249
+88
| +2% | +$8.37K | 0.13% | 114 |
|
|
2020
Q1 | $356K | Sell |
4,161
-2,811
| -40% | -$240K | 0.14% | 116 |
|
|
2019
Q4 | $868K | Sell |
6,972
-264
| -4% | -$32.9K | 0.29% | 66 |
|
|
2019
Q3 | $856K | Buy |
7,236
+631
| +10% | +$74.6K | 0.32% | 62 |
|
|
2019
Q2 | $815K | Buy |
6,605
+160
| +2% | +$19.7K | 0.32% | 65 |
|
|
2019
Q1 | $704K | Buy |
6,445
+4,185
| +185% | +$457K | 0.3% | 68 |
|
|
2018
Q4 | $215K | Buy |
+2,260
| New | +$215K | 0.1% | 116 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$77K | – | 131 |
|
|
2015
Q1 | $77K | Hold |
1,000
| – | – | 0.06% | 144 |
|
|
2014
Q4 | $93K | Buy |
+1,000
| New | +$93K | 0.08% | 131 |
|