Private Portfolio Partners’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 | $378K | Sell |
1,273
-198
| -13% | -$58.7K | 0.07% | 205 |
|
|
2024
Q3 | $399K | Buy |
+1,471
| New | +$399K | 0.07% | 185 |
|
|
2024
Q2 | – | Sell |
-1,556
| Closed | -$354K | – | 102 |
|
|
2024
Q1 | $354K | Buy |
1,556
+3
| +0.2% | +$683 | 0.07% | 191 |
|
|
2023
Q4 | $291K | Buy |
1,553
+2
| +0.1% | +$375 | 0.07% | 207 |
|
|
2023
Q3 | $231K | Buy |
1,551
+3
| +0.2% | +$447 | 0.06% | 228 |
|
|
2023
Q2 | $270K | Sell |
1,548
-98
| -6% | -$17.1K | 0.07% | 214 |
|
|
2023
Q1 | $272K | Sell |
1,646
-73
| -4% | -$12K | 0.07% | 195 |
|
|
2022
Q4 | $254K | Buy |
1,719
+4
| +0.2% | +$591 | 0.07% | 224 |
|
|
2022
Q3 | $231K | Buy |
1,715
+2
| +0.1% | +$270 | 0.07% | 233 |
|
|
2022
Q2 | $238K | Buy |
1,713
+10
| +0.6% | +$1.39K | 0.07% | 232 |
|
|
2022
Q1 | $318K | Buy |
+1,703
| New | +$318K | 0.08% | 215 |
|
|
2020
Q2 | – | Sell |
-4,197
| Closed | -$359K | – | 198 |
|
|
2020
Q1 | $359K | Sell |
4,197
-854
| -17% | -$73K | 0.19% | 121 |
|
|
2019
Q4 | $629K | Sell |
5,051
-7
| -0.1% | -$872 | 0.27% | 93 |
|
|
2019
Q3 | $598K | Sell |
5,058
-82
| -2% | -$9.7K | 0.28% | 91 |
|
|
2019
Q2 | $634K | Buy |
+5,140
| New | +$634K | 0.27% | 99 |
|