Madden Securities’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-900
| Closed | -$133K | – | 114 |
|
|
2022
Q4 | $133K | Buy |
+900
| New | +$133K | 0.07% | 115 |
|
|
2022
Q2 | – | Sell |
-1,700
| Closed | -$318K | – | 105 |
|
|
2022
Q1 | $318K | Buy |
+1,700
| New | +$318K | 0.14% | 87 |
|
|
2021
Q3 | – | Sell |
-2,450
| Closed | -$405K | – | 115 |
|
|
2021
Q2 | $405K | Hold |
2,450
| – | – | 0.21% | 101 |
|
|
2021
Q1 | $347K | Buy |
2,450
+150
| +7% | +$21.2K | 0.2% | 102 |
|
|
2020
Q4 | $278K | Sell |
2,300
-300
| -12% | -$36.3K | 0.18% | 107 |
|
|
2020
Q3 | $261K | Buy |
+2,600
| New | +$261K | 0.19% | 100 |
|