Perpetual Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $450K | Sell |
3,045
-112
| -4% | -$16.5K | 0.05% | 158 |
|
|
2022
Q3 | $426K | Sell |
3,157
-822
| -21% | -$111K | 0.06% | 163 |
|
|
2022
Q2 | $552K | Sell |
3,979
-177
| -4% | -$24.6K | 0.08% | 147 |
|
|
2022
Q1 | $777K | Hold |
4,156
| – | – | 0.1% | 143 |
|
|
2021
Q4 | $679K | Hold |
4,156
| – | – | 0.08% | 151 |
|
|
2021
Q3 | $696K | Buy |
4,156
+2,402
| +137% | +$402K | 0.09% | 144 |
|
|
2021
Q2 | $290K | Buy |
1,754
+44
| +3% | +$7.28K | 0.04% | 179 |
|
|
2021
Q1 | $241K | Buy |
+1,710
| New | +$241K | 0.04% | 185 |
|