MBA Advisors’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 |
-1,587
| Closed | -$234K | – | 123 |
|
|
2022
Q4 | $234K | Buy |
+1,587
| New | +$234K | 0.15% | 112 |
|
|
2022
Q2 | – | Sell |
-1,287
| Closed | -$241K | – | 129 |
|
|
2022
Q1 | $241K | Sell |
1,287
-50
| -4% | -$9.36K | 0.15% | 129 |
|
|
2021
Q4 | $219K | Sell |
1,337
-20
| -1% | -$3.28K | 0.14% | 138 |
|
|
2021
Q3 | $227K | Sell |
1,357
-30
| -2% | -$5.02K | 0.17% | 124 |
|
|
2021
Q2 | $229 | Buy |
+1,387
| New | +$229 | 0.11% | 126 |
|