Pine Valley Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.64M | Sell |
5,534
-4
| -0.1% | -$1.19K | 0.1% | 184 |
|
|
2024
Q3 | $1.5M | Sell |
5,538
-24
| -0.4% | -$6.51K | 0.09% | 196 |
|
|
2024
Q2 | $1.29M | Sell |
5,562
-222
| -4% | -$51.4K | 0.08% | 196 |
|
|
2024
Q1 | $1.32M | Sell |
5,784
-223
| -4% | -$50.8K | 0.09% | 190 |
|
|
2023
Q4 | $1.13M | Sell |
6,007
-886
| -13% | -$166K | 0.08% | 195 |
|
|
2023
Q3 | $1.03M | Buy |
6,893
+1,836
| +36% | +$274K | 0.09% | 197 |
|
|
2023
Q2 | $881K | Buy |
+5,057
| New | +$881K | 0.09% | 193 |
|