Kenfarb & Co’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 | $205K | Sell |
1,375
-375
| -21% | -$55.9K | 0.19% | 102 |
|
|
2023
Q2 | $305K | Hold |
1,750
| – | – | 0.27% | 86 |
|
|
2023
Q1 | $289K | Hold |
1,750
| – | – | 0.26% | 88 |
|
|
2022
Q4 | $259K | Hold |
1,750
| – | – | 0.23% | 92 |
|
|
2022
Q3 | $236K | Hold |
1,750
| – | – | 0.22% | 90 |
|
|
2022
Q2 | $327K | Hold |
1,750
| – | – | 0.26% | 85 |
|
|
2022
Q1 | $327K | Hold |
1,750
| – | – | 0.26% | 85 |
|
|
2021
Q4 | $286K | Buy |
+1,750
| New | +$286K | 0.21% | 93 |
|