Janiczek Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $21.1K | Buy |
91
+3
| +3% | +$695 | ﹤0.01% | 553 |
|
|
2024
Q1 | $20K | Hold |
88
| – | – | ﹤0.01% | 568 |
|
|
2023
Q4 | $16.5K | Buy |
88
+35
| +66% | +$6.56K | ﹤0.01% | 575 |
|
|
2023
Q3 | $7.91K | Hold |
53
| – | – | ﹤0.01% | 673 |
|
|
2023
Q2 | $9.23K | Sell |
53
-35
| -40% | -$6.1K | ﹤0.01% | 579 |
|
|
2023
Q1 | $14.4K | Buy |
88
+33
| +60% | +$5.4K | ﹤0.01% | 507 |
|
|
2022
Q4 | $8.55K | Hold |
55
| – | – | ﹤0.01% | 589 |
|
|
2022
Q3 | $8K | Hold |
55
| – | – | ﹤0.01% | 572 |
|
|
2022
Q2 | $8K | Sell |
55
-6
| -10% | -$873 | ﹤0.01% | 594 |
|
|
2022
Q1 | $11K | Buy |
61
+31
| +103% | +$5.59K | ﹤0.01% | 550 |
|
|
2021
Q4 | $5K | Buy |
30
+17
| +131% | +$2.83K | ﹤0.01% | 695 |
|
|
2021
Q3 | $2K | Buy |
13
+4
| +44% | +$615 | ﹤0.01% | 795 |
|
|
2021
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 810 |
|