O'Dell Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-37
| Closed | -$6.93K | – | 123 |
|
2023
Q4 | $6.93K | Buy |
+37
| New | +$6.93K | ﹤0.01% | 375 |
|
2023
Q3 | – | Sell |
-107
| Closed | -$18.6K | – | 110 |
|
2023
Q2 | $18.6K | Buy |
+107
| New | +$18.6K | 0.01% | 286 |
|
2022
Q2 | – | Sell |
-813
| Closed | -$152K | – | 459 |
|
2022
Q1 | $152K | Buy |
813
+2
| +0.2% | +$374 | 0.04% | 88 |
|
2021
Q4 | $133K | Buy |
811
+2
| +0.2% | +$328 | 0.04% | 95 |
|
2021
Q3 | $136K | Sell |
809
-806
| -50% | -$135K | 0.04% | 93 |
|
2021
Q2 | $267K | Buy |
+1,615
| New | +$267K | 0.08% | 66 |
|