Planning Capital Management Corporation’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$35.3K Sell
130
-304
-70% -$82.4K 0.02% 218
2024
Q2
$100K Hold
434
0.07% 137
2024
Q1
$98.8K Sell
434
-110
-20% -$25K 0.07% 128
2023
Q4
$102K Buy
+544
New +$102K 0.08% 133