Kore Private Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $234K | Sell |
1,732
-246
| -12% | -$33.2K | 0.04% | 223 |
|
|
2022
Q2 | $274K | Sell |
1,978
-82
| -4% | -$11.4K | 0.04% | 231 |
|
|
2022
Q1 | $385K | Buy |
2,060
+131
| +7% | +$24.5K | 0.05% | 204 |
|
|
2021
Q4 | $316K | Sell |
1,929
-5,101
| -73% | -$836K | 0.04% | 233 |
|
|
2021
Q3 | $1.18M | Buy |
7,030
+130
| +2% | +$21.8K | 0.12% | 131 |
|
|
2021
Q2 | $1.14M | Buy |
6,900
+3,023
| +78% | +$499K | 0.13% | 126 |
|
|
2021
Q1 | $548K | Buy |
3,877
+231
| +6% | +$32.7K | 0.07% | 177 |
|
|
2020
Q4 | $441K | Buy |
+3,646
| New | +$441K | 0.07% | 179 |
|
|
2020
Q3 | – | Sell |
-2,994
| Closed | -$285K | – | 338 |
|
|
2020
Q2 | $285K | Sell |
2,994
-137
| -4% | -$13K | 0.06% | 184 |
|
|
2020
Q1 | $268K | Buy |
3,131
+569
| +22% | +$48.7K | 0.06% | 176 |
|
|
2019
Q4 | $319K | Buy |
2,562
+269
| +12% | +$33.5K | 0.06% | 188 |
|
|
2019
Q3 | $267K | Buy |
2,293
+654
| +40% | +$76.2K | 0.06% | 185 |
|
|
2019
Q2 | $202K | Buy |
1,639
+75
| +5% | +$9.24K | 0.05% | 214 |
|
|
2019
Q1 | $171K | Hold |
1,564
| – | – | 0.04% | 225 |
|
|
2018
Q4 | $149K | Buy |
+1,564
| New | +$149K | 0.04% | 236 |
|