Mitchell Sinkler & Starr’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 |
-3,000
| Closed | -$683K | – | 186 |
|
|
2024
Q1 | $683K | Buy |
3,000
+700
| +30% | +$159K | 0.17% | 92 |
|
|
2023
Q4 | $431K | Buy |
+2,300
| New | +$431K | 0.08% | 138 |
|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$443K | – | 143 |
|
|
2022
Q4 | $443K | Buy |
+3,000
| New | +$443K | 0.14% | 104 |
|
|
2013
Q3 | – | Sell |
-9,901
| Closed | -$740K | – | 86 |
|
|
2013
Q2 | $740K | Buy |
+9,901
| New | +$740K | 0.16% | 96 |
|