Lewis Capital Management’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 | $787K | Buy |
5,273
+1
| +0% | +$149 | 1.22% | 21 |
|
|
2023
Q2 | $918K | Buy |
5,272
+1
| +0% | +$174 | 1.32% | 21 |
|
|
2023
Q1 | $870K | Buy |
5,271
+1
| +0% | +$165 | 1.31% | 22 |
|
|
2022
Q4 | $779K | Hold |
5,270
| – | – | 1.19% | 24 |
|
|
2022
Q3 | $711K | Buy |
5,270
+1
| +0% | +$135 | 1.09% | 25 |
|
|
2022
Q2 | $731K | Sell |
5,269
-32
| -0.6% | -$4.44K | 1.04% | 25 |
|
|
2022
Q1 | $991K | Buy |
5,301
+1
| +0% | +$187 | 1.12% | 23 |
|
|
2021
Q4 | $867K | Buy |
+5,300
| New | +$867K | 0.91% | 27 |
|