Menard 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
Q4 | – | Sell |
-1,594
| Closed | -$215K | – | 72 |
|
|
2022
Q3 | $215K | Buy |
+1,594
| New | +$215K | 0.39% | 77 |
|
|
2022
Q2 | – | Sell |
-1,788
| Closed | -$334K | – | 90 |
|
|
2022
Q1 | $334K | Buy |
+1,788
| New | +$334K | 0.33% | 97 |
|
|
2020
Q4 | – | Sell |
-2,634
| Closed | -$264K | – | 139 |
|
|
2020
Q3 | $264K | Buy |
2,634
+444
| +20% | +$44.5K | 0.31% | 100 |
|
|
2020
Q2 | $208K | Buy |
+2,190
| New | +$208K | 0.26% | 106 |
|
|
2020
Q1 | – | Sell |
-4,165
| Closed | -$519K | – | 34 |
|
|
2019
Q4 | $519K | Buy |
+4,165
| New | +$519K | 0.5% | 66 |
|