Jay D. Rosenbaum’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,063
| Closed | -$246K | – | 11 |
|
|
2024
Q2 | $246K | Hold |
1,063
| – | – | 1.39% | 24 |
|
|
2024
Q1 | $242K | Buy |
+1,063
| New | +$242K | 1.38% | 21 |
|
|
2023
Q3 | – | Sell |
-1,204
| Closed | -$210K | – | 63 |
|
|
2023
Q2 | $210K | Buy |
+1,204
| New | +$210K | 0.34% | 64 |
|
|
2022
Q3 | – | Sell |
-1,804
| Closed | -$250K | – | 57 |
|
|
2022
Q2 | $250K | Hold |
1,804
| – | – | 0.48% | 52 |
|
|
2022
Q1 | $337K | Hold |
1,804
| – | – | 0.53% | 49 |
|
|
2021
Q4 | $295K | Buy |
+1,804
| New | +$295K | 0.43% | 52 |
|