MFS
Monetta Financial Services’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,000
| Closed | -$871K | – | 45 |
|
|
2023
Q2 | $871K | Hold |
5,000
| – | – | 0.85% | 33 |
|
|
2023
Q1 | $825K | Hold |
5,000
| – | – | 0.88% | 28 |
|
|
2022
Q4 | $739K | Hold |
5,000
| – | – | 0.85% | 28 |
|
|
2022
Q3 | $675K | Buy |
5,000
+1,000
| +25% | +$135K | 0.77% | 33 |
|
|
2022
Q2 | $554K | Hold |
4,000
| – | – | 0.58% | 37 |
|
|
2022
Q1 | $748K | Buy |
+4,000
| New | +$748K | 0.62% | 36 |
|
|
2013
Q3 | – | Sell |
-7,000
| Closed | -$523K | – | 62 |
|
|
2013
Q2 | $523K | Buy |
+7,000
| New | +$523K | 0.47% | 56 |
|