Mirabella Financial Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,326
| Closed | -$1.44M | – | 446 |
|
|
2024
Q1 | $1.44M | Buy |
6,326
+60
| +1% | +$13.7K | 0.1% | 150 |
|
|
2023
Q4 | $1.17M | Buy |
6,266
+4,538
| +263% | +$850K | 0.16% | 125 |
|
|
2023
Q3 | $258K | Buy |
+1,728
| New | +$258K | 0.04% | 292 |
|
|
2023
Q1 | – | Sell |
-3,392
| Closed | -$501K | – | 396 |
|
|
2022
Q4 | $501K | Buy |
+3,392
| New | +$501K | 0.04% | 200 |
|
|
2022
Q3 | – | Sell |
-2,234
| Closed | -$310K | – | 334 |
|
|
2022
Q2 | $310K | Buy |
+2,234
| New | +$310K | 0.03% | 318 |
|