PO
Private Ocean’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $908K | Sell |
3,921
-32
| -0.8% | -$7.41K | 0.08% | 72 |
|
|
2024
Q1 | $900K | Buy |
3,953
+658
| +20% | +$150K | 0.1% | 66 |
|
|
2023
Q4 | $617K | Hold |
3,295
| – | – | 0.06% | 80 |
|
|
2023
Q3 | $492K | Hold |
3,295
| – | – | 0.06% | 85 |
|
|
2023
Q2 | $574K | Sell |
3,295
-196
| -6% | -$34.1K | 0.07% | 79 |
|
|
2023
Q1 | $576K | Buy |
3,491
+205
| +6% | +$33.8K | 0.08% | 74 |
|
|
2022
Q4 | $485K | Buy |
3,286
+1
| +0% | +$148 | 0.06% | 81 |
|
|
2022
Q3 | $443K | Sell |
3,285
-1
| -0% | -$135 | 0.07% | 75 |
|
|
2022
Q2 | $455K | Sell |
3,286
-4
| -0.1% | -$554 | 0.07% | 74 |
|
|
2022
Q1 | $615K | Sell |
3,290
-3
| -0.1% | -$561 | 0.08% | 59 |
|
|
2021
Q4 | $539K | Buy |
3,293
+217
| +7% | +$35.5K | 0.06% | 70 |
|
|
2021
Q3 | $515K | Buy |
3,076
+8
| +0.3% | +$1.34K | 0.06% | 69 |
|
|
2021
Q2 | $507K | Buy |
3,068
+1,192
| +64% | +$197K | 0.07% | 67 |
|
|
2021
Q1 | $265K | Hold |
1,876
| – | – | 0.05% | 96 |
|
|
2020
Q4 | $227K | Buy |
1,876
+8
| +0.4% | +$968 | 0.05% | 95 |
|
|
2020
Q3 | $187K | Buy |
1,868
+96
| +5% | +$9.61K | 0.04% | 107 |
|
|
2020
Q2 | $168K | Buy |
1,772
+268
| +18% | +$25.4K | 0.04% | 109 |
|
|
2020
Q1 | $128K | Sell |
1,504
-53
| -3% | -$4.51K | 0.04% | 118 |
|
|
2019
Q4 | $194K | Buy |
1,557
+15
| +1% | +$1.87K | 0.05% | 103 |
|
|
2019
Q3 | $183K | Buy |
1,542
+148
| +11% | +$17.6K | 0.05% | 105 |
|
|
2019
Q2 | $172K | Sell |
1,394
-37
| -3% | -$4.57K | 0.05% | 95 |
|
|
2019
Q1 | $156K | Sell |
1,431
-90
| -6% | -$9.81K | 0.04% | 114 |
|
|
2018
Q4 | $145K | Buy |
1,521
+104
| +7% | +$9.92K | 0.04% | 113 |
|
|
2018
Q3 | $151K | Hold |
1,417
| – | – | 0.07% | 87 |
|
|
2018
Q2 | $139K | Hold |
1,417
| – | – | 0.06% | 93 |
|
|
2018
Q1 | $132K | Buy |
1,417
+1,407
| +14,070% | +$131K | 0.06% | 105 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 382 |
|