Lockerman Financial Group’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
-1,068
Closed -$200K 63
2022
Q1
$200K Sell
1,068
-182
-15% -$34.1K 0.54% 72
2021
Q4
$204K Buy
+1,250
New +$204K 0.53% 63