Madison Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.97M | Buy |
13,222
+165
| +1% | +$24.6K | 0.41% | 73 |
|
|
2023
Q2 | $2.27M | Buy |
13,057
+99
| +0.8% | +$17.2K | 0.46% | 68 |
|
|
2023
Q1 | $2.14M | Buy |
12,958
+261
| +2% | +$43.1K | 0.46% | 68 |
|
|
2022
Q4 | $1.88M | Buy |
12,697
+542
| +4% | +$80.1K | 0.43% | 71 |
|
|
2022
Q3 | $1.64M | Buy |
12,155
+241
| +2% | +$32.5K | 0.4% | 72 |
|
|
2022
Q2 | $1.65M | Buy |
11,914
+191
| +2% | +$26.5K | 0.4% | 70 |
|
|
2022
Q1 | $2.19M | Sell |
11,723
-15
| -0.1% | -$2.81K | 0.46% | 58 |
|
|
2021
Q4 | $1.92M | Buy |
11,738
+46
| +0.4% | +$7.52K | 0.38% | 66 |
|
|
2021
Q3 | $1.96M | Buy |
11,692
+151
| +1% | +$25.3K | 0.43% | 62 |
|
|
2021
Q2 | $1.91M | Buy |
11,541
+491
| +4% | +$81.1K | 0.42% | 64 |
|
|
2021
Q1 | $1.56M | Buy |
11,050
+161
| +1% | +$22.8K | 0.38% | 63 |
|
|
2020
Q4 | $1.32M | Sell |
10,889
-94
| -0.9% | -$11.4K | 0.35% | 62 |
|
|
2020
Q3 | $1.1M | Buy |
10,983
+221
| +2% | +$22.2K | 0.33% | 61 |
|
|
2020
Q2 | $1.03M | Buy |
10,762
+420
| +4% | +$40K | 0.34% | 61 |
|
|
2020
Q1 | $885K | Sell |
10,342
-365
| -3% | -$31.2K | 0.35% | 61 |
|
|
2019
Q4 | $1.33M | Buy |
+10,707
| New | +$1.33M | 0.38% | 52 |
|