Partners Capital Investment 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
-1,679
Closed -$315K 155
2023
Q4
$315K Buy
+1,679
New +$315K 0.01% 215
2021
Q1
Sell
-16,588
Closed -$2.01M 145
2020
Q4
$2.01M Buy
+16,588
New +$2.01M 0.11% 94