Karp Capital Management’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 | – | Sell |
-1,097
| Closed | -$205K | – | 139 |
|
|
2022
Q1 | $205K | Buy |
+1,097
| New | +$205K | 0.03% | 133 |
|
|
2015
Q4 | – | Sell |
-3,304
| Closed | -$245K | – | 110 |
|
|
2015
Q3 | $245K | Buy |
3,304
+3,101
| +1,528% | +$230K | 0.17% | 83 |
|
|
2015
Q2 | $16K | Buy |
203
+1
| +0.5% | +$79 | 0.01% | 262 |
|
|
2015
Q1 | $16K | Hold |
202
| – | – | 0.01% | 264 |
|
|
2014
Q4 | $19K | Buy |
+202
| New | +$19K | 0.01% | 242 |
|