PagnatoKarp Partners’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,909
Closed -$335K 15
2020
Q1
$335K Sell
3,909
-380
-9% -$32.6K 0.08% 121
2019
Q4
$534K Hold
4,289
0.09% 102
2019
Q3
$507K Buy
+4,289
New +$507K 0.1% 101