Modus Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27
| Closed | -$8.01K | – | 120 |
|
|
2024
Q4 | $8.01K | Buy |
+27
| New | +$8.01K | ﹤0.01% | 232 |
|
|
2021
Q3 | – | Sell |
-23
| Closed | -$4K | – | 111 |
|
|
2021
Q2 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 234 |
|
|
2020
Q3 | – | Sell |
-137
| Closed | -$13K | – | 94 |
|
|
2020
Q2 | $13K | Buy |
+137
| New | +$13K | 0.01% | 164 |
|