Okabena Investment Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-83
| Closed | -$14.5K | – | 108 |
|
|
2023
Q2 | $14.5K | Buy |
+83
| New | +$14.5K | 0.01% | 115 |
|
|
2021
Q2 | – | Sell |
-8,462
| Closed | -$1.2M | – | 94 |
|
|
2021
Q1 | $1.2M | Sell |
8,462
-491
| -5% | -$69.5K | 0.64% | 42 |
|
|
2020
Q4 | $1.08M | Sell |
8,953
-1,751
| -16% | -$212K | 0.63% | 46 |
|
|
2020
Q3 | $1.07M | Hold |
10,704
| – | – | 0.82% | 46 |
|
|
2020
Q2 | $1.02M | Buy |
10,704
+117
| +1% | +$11.1K | 0.89% | 39 |
|
|
2020
Q1 | $906K | Sell |
10,587
-612
| -5% | -$52.4K | 1.03% | 38 |
|
|
2019
Q4 | $1.39M | Buy |
+11,199
| New | +$1.39M | 1.3% | 28 |
|