James Hambro & Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,373
| Closed | -$225K | – | 70 |
|
|
2021
Q4 | $225K | Buy |
+1,373
| New | +$225K | 0.02% | 70 |
|
|
2021
Q1 | – | Sell |
-2,715
| Closed | -$328K | – | 97 |
|
|
2020
Q4 | $328K | Buy |
+2,715
| New | +$328K | 0.04% | 62 |
|
|
2020
Q1 | – | Sell |
-3,950
| Closed | -$492K | – | 52 |
|
|
2019
Q4 | $492K | Hold |
3,950
| – | – | 0.08% | 38 |
|
|
2019
Q3 | $467K | Buy |
+3,950
| New | +$467K | 0.09% | 36 |
|
|
2019
Q1 | $432K | Sell |
3,950
-65
| -2% | -$7.11K | 0.13% | 36 |
|
|
2018
Q4 | $383K | Buy |
+4,015
| New | +$383K | 0.15% | 36 |
|