Mid Atlantic Financial Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.39M | Buy |
8,265
+34
| +0.4% | +$5.7K | 0.09% | 185 |
|
|
2021
Q2 | $1.36M | Buy |
8,231
+82
| +1% | +$13.5K | 0.09% | 184 |
|
|
2021
Q1 | $1.15M | Sell |
8,149
-321
| -4% | -$45.4K | 0.08% | 207 |
|
|
2020
Q4 | $1.02M | Buy |
8,470
+2,063
| +32% | +$249K | 0.08% | 223 |
|
|
2020
Q3 | $752K | Buy |
6,407
+407
| +7% | +$47.8K | 0.07% | 266 |
|
|
2020
Q2 | $571K | Buy |
6,000
+262
| +5% | +$24.9K | 0.06% | 301 |
|
|
2020
Q1 | $491K | Buy |
5,738
+77
| +1% | +$6.59K | 0.06% | 304 |
|
|
2019
Q4 | $705K | Buy |
5,661
+513
| +10% | +$63.9K | 0.07% | 300 |
|
|
2019
Q3 | $609K | Sell |
5,148
-850
| -14% | -$101K | 0.07% | 303 |
|
|
2019
Q2 | $740K | Sell |
5,998
-438
| -7% | -$54K | 0.08% | 278 |
|
|
2019
Q1 | $703K | Buy |
6,436
+191
| +3% | +$20.9K | 0.08% | 284 |
|
|
2018
Q4 | $595K | Buy |
+6,245
| New | +$595K | 0.07% | 283 |
|