Madison Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,765
| Closed | -$238K | – | 318 |
|
|
2022
Q3 | $238K | Sell |
1,765
-654
| -27% | -$88.2K | ﹤0.01% | 328 |
|
|
2022
Q2 | $335K | Sell |
2,419
-409
| -14% | -$56.6K | 0.01% | 337 |
|
|
2022
Q1 | $529K | Sell |
2,828
-1,888
| -40% | -$353K | 0.01% | 275 |
|
|
2021
Q4 | $772K | Sell |
4,716
-60
| -1% | -$9.82K | 0.01% | 271 |
|
|
2021
Q3 | $800K | Sell |
4,776
-72
| -1% | -$12.1K | 0.01% | 271 |
|
|
2021
Q2 | $801K | Buy |
4,848
+9
| +0.2% | +$1.49K | 0.01% | 275 |
|
|
2021
Q1 | $684K | Hold |
4,839
| – | – | 0.01% | 279 |
|
|
2020
Q4 | $585K | Buy |
+4,839
| New | +$585K | 0.01% | 267 |
|
|
2020
Q1 | – | Sell |
-110,405
| Closed | -$13.7M | – | 272 |
|
|
2019
Q4 | $13.7M | Buy |
+110,405
| New | +$13.7M | 0.21% | 114 |
|