KB Financial Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $283K | Buy |
1,896
+203
| +12% | +$30.3K | 0.08% | 150 |
|
2023
Q2 | $295K | Sell |
1,693
-3,281
| -66% | -$572K | 0.08% | 156 |
|
2023
Q1 | $820K | Sell |
4,974
-4
| -0.1% | -$659 | 0.24% | 40 |
|
2022
Q4 | $735K | Sell |
4,978
-4
| -0.1% | -$591 | 0.25% | 53 |
|
2022
Q3 | $672K | Buy |
4,982
+747
| +18% | +$101K | 0.24% | 47 |
|
2022
Q2 | $587K | Sell |
4,235
-514
| -11% | -$71.2K | 0.2% | 52 |
|
2022
Q1 | $888K | Buy |
4,749
+284
| +6% | +$53.1K | 0.25% | 32 |
|
2021
Q4 | $730K | Sell |
4,465
-406
| -8% | -$66.4K | 0.21% | 37 |
|
2021
Q3 | $816K | Buy |
4,871
+440
| +10% | +$73.7K | 0.3% | 30 |
|
2021
Q2 | $732K | Buy |
4,431
+446
| +11% | +$73.7K | 0.28% | 29 |
|
2021
Q1 | $564K | Buy |
+3,985
| New | +$564K | 0.24% | 39 |
|