Lee Financial’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$56.2K | – | 209 |
|
|
2023
Q4 | $56.2K | Sell |
300
-63
| -17% | -$11.8K | 0.01% | 221 |
|
|
2023
Q3 | $54.2K | Buy |
363
+5
| +1% | +$746 | 0.01% | 205 |
|
|
2023
Q2 | $62.4K | Hold |
358
| – | – | 0.01% | 202 |
|
|
2023
Q1 | $59.1K | Sell |
358
-235
| -40% | -$38.8K | 0.01% | 221 |
|
|
2022
Q4 | $87.6K | Buy |
593
+43
| +8% | +$6.35K | 0.01% | 208 |
|
|
2022
Q3 | $74K | Buy |
550
+171
| +45% | +$23K | 0.01% | 218 |
|
|
2022
Q2 | $53K | Sell |
379
-5
| -1% | -$699 | 0.01% | 242 |
|
|
2022
Q1 | $72K | Buy |
384
+18
| +5% | +$3.38K | 0.01% | 210 |
|
|
2021
Q4 | $60K | Sell |
366
-100
| -21% | -$16.4K | 0.01% | 234 |
|
|
2021
Q3 | $78K | Buy |
466
+166
| +55% | +$27.8K | 0.02% | 196 |
|
|
2021
Q2 | $50K | Hold |
300
| – | – | 0.01% | 227 |
|
|
2021
Q1 | $42K | Hold |
300
| – | – | 0.01% | 243 |
|
|
2020
Q4 | $36K | Hold |
300
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $30K | Hold |
300
| – | – | 0.01% | 274 |
|
|
2020
Q2 | $29K | Buy |
+300
| New | +$29K | 0.01% | 248 |
|