Little House Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-11,456
| Closed | -$2.14M | – | 114 |
|
2022
Q1 | $2.14M | Buy |
11,456
+10
| +0.1% | +$1.87K | 1.1% | 26 |
|
2021
Q4 | $1.87M | Buy |
11,446
+4,549
| +66% | +$744K | 0.99% | 30 |
|
2021
Q3 | $1.16M | Buy |
6,897
+506
| +8% | +$84.7K | 0.68% | 46 |
|
2021
Q2 | $1.06M | Buy |
+6,391
| New | +$1.06M | 0.57% | 57 |
|
2019
Q2 | – | Sell |
-796
| Closed | -$87K | – | 116 |
|
2019
Q1 | $87K | Buy |
+796
| New | +$87K | 0.07% | 139 |
|