PRW Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,250
| Closed | -$219K | – | 109 |
|
|
2023
Q2 | $219K | Buy |
+1,250
| New | +$219K | 0.08% | 73 |
|
|
2022
Q2 | – | Sell |
-1,380
| Closed | -$258K | – | 100 |
|
|
2022
Q1 | $258K | Buy |
1,380
+125
| +10% | +$23.4K | 0.11% | 90 |
|
|
2021
Q4 | $206K | Buy |
+1,255
| New | +$206K | 0.1% | 104 |
|
|
2021
Q3 | – | Sell |
-2,480
| Closed | -$410K | – | 107 |
|
|
2021
Q2 | $410K | Buy |
+2,480
| New | +$410K | 0.12% | 175 |
|
|
2020
Q3 | – | Sell |
-2,145
| Closed | -$204K | – | 81 |
|
|
2020
Q2 | $204K | Buy |
+2,145
| New | +$204K | 0.16% | 79 |
|
|
2019
Q2 | – | Sell |
-444
| Closed | -$49K | – | 115 |
|
|
2019
Q1 | $49K | Hold |
444
| – | – | 0.05% | 138 |
|
|
2018
Q4 | $42K | Buy |
+444
| New | +$42K | 0.05% | 150 |
|