Mendota 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$272 | – | 455 |
|
|
2024
Q3 | $272 | Buy |
+1
| New | +$272 | ﹤0.01% | 520 |
|
|
2024
Q2 | – | Sell |
-40
| Closed | -$9.11K | – | 388 |
|
|
2024
Q1 | $9.11K | Hold |
40
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $7.49K | Hold |
40
| – | – | 0.01% | 284 |
|
|
2023
Q3 | $5.97K | Hold |
40
| – | – | 0.01% | 213 |
|
|
2023
Q2 | $6.97K | Sell |
40
-72
| -64% | -$12.5K | 0.01% | 212 |
|
|
2023
Q1 | $20.9K | Buy |
112
+72
| +180% | +$13.5K | 0.02% | 189 |
|
|
2022
Q4 | $5.91K | Buy |
+40
| New | +$5.91K | 0.01% | 227 |
|