Krilogy Financial’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,609
| Closed | -$430K | – | 217 |
|
|
2023
Q1 | $430K | Hold |
2,609
| – | – | 0.04% | 287 |
|
|
2022
Q4 | $385K | Sell |
2,609
-1
| -0% | -$148 | 0.04% | 293 |
|
|
2022
Q3 | $352K | Hold |
2,610
| – | – | 0.04% | 245 |
|
|
2022
Q2 | $362K | Buy |
2,610
+58
| +2% | +$8.04K | 0.04% | 235 |
|
|
2022
Q1 | $477K | Buy |
2,552
+500
| +24% | +$93.5K | 0.05% | 211 |
|
|
2021
Q4 | $336K | Buy |
+2,052
| New | +$336K | 0.03% | 216 |
|
|
2018
Q4 | – | Sell |
-612
| Closed | -$65K | – | 180 |
|
|
2018
Q3 | $65K | Buy |
+612
| New | +$65K | 0.01% | 279 |
|
|
2018
Q2 | – | Sell |
-814
| Closed | -$76K | – | 193 |
|
|
2018
Q1 | $76K | Sell |
814
-12
| -1% | -$1.12K | 0.02% | 271 |
|
|
2017
Q4 | $82K | Sell |
826
-98
| -11% | -$9.73K | 0.02% | 257 |
|
|
2017
Q3 | $84K | Buy |
924
+102
| +12% | +$9.27K | 0.02% | 273 |
|
|
2017
Q2 | $69K | Sell |
822
-264
| -24% | -$22.2K | 0.02% | 271 |
|
|
2017
Q1 | $80K | Hold |
1,086
| – | – | 0.02% | 229 |
|
|
2016
Q4 | $80K | Sell |
1,086
-177
| -14% | -$13K | 0.02% | 229 |
|
|
2016
Q3 | $81K | Buy |
1,263
+253
| +25% | +$16.2K | 0.03% | 236 |
|
|
2016
Q2 | $61K | Sell |
1,010
-257
| -20% | -$15.5K | 0.02% | 277 |
|
|
2016
Q1 | $78K | Buy |
1,267
+460
| +57% | +$28.3K | 0.03% | 208 |
|
|
2015
Q4 | $56K | Sell |
807
-946
| -54% | -$65.6K | 0.05% | 123 |
|
|
2015
Q3 | $100K | Buy |
+1,753
| New | +$100K | 0.05% | 136 |
|