Lloyd Advisory Services’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 |
-248
| Closed | -$46K | – | 113 |
|
|
2022
Q1 | $46K | Buy |
248
+18
| +8% | +$3.34K | 0.02% | 238 |
|
|
2021
Q4 | $38K | Hold |
230
| – | – | 0.02% | 240 |
|
|
2021
Q3 | $39K | Buy |
230
+63
| +38% | +$10.7K | 0.02% | 183 |
|
|
2021
Q2 | $28K | Hold |
167
| – | – | 0.01% | 216 |
|
|
2021
Q1 | $24K | Sell |
167
-21
| -11% | -$3.02K | 0.01% | 201 |
|
|
2020
Q4 | $23K | Sell |
188
-103
| -35% | -$12.6K | 0.01% | 171 |
|
|
2020
Q3 | $29K | Sell |
291
-37
| -11% | -$3.69K | 0.02% | 137 |
|
|
2020
Q2 | $31K | Hold |
328
| – | – | 0.02% | 137 |
|
|
2020
Q1 | $28K | Buy |
328
+24
| +8% | +$2.05K | 0.02% | 125 |
|
|
2019
Q4 | $38K | Buy |
+304
| New | +$38K | 0.03% | 147 |
|