PSI Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-85
| Closed | -$15.9K | – | 808 |
|
|
2023
Q4 | $15.9K | Sell |
85
-75
| -47% | -$14.1K | 0.01% | 450 |
|
|
2023
Q3 | $23.9K | Hold |
160
| – | – | 0.01% | 356 |
|
|
2023
Q2 | $27.9K | Hold |
160
| – | – | 0.01% | 330 |
|
|
2023
Q1 | $26.4K | Sell |
160
-401
| -71% | -$66.1K | 0.01% | 298 |
|
|
2022
Q4 | $82.9K | Sell |
561
-51
| -8% | -$7.54K | 0.04% | 166 |
|
|
2022
Q3 | $83K | Buy |
612
+200
| +49% | +$27.1K | 0.04% | 173 |
|
|
2022
Q2 | $57K | Sell |
412
-150
| -27% | -$20.8K | 0.03% | 235 |
|
|
2022
Q1 | $105K | Buy |
562
+40
| +8% | +$7.47K | 0.04% | 193 |
|
|
2021
Q4 | $85K | Hold |
522
| – | – | 0.03% | 216 |
|
|
2021
Q3 | $87K | Buy |
+522
| New | +$87K | 0.04% | 211 |
|
|
2020
Q1 | – | Sell |
-2,800
| Closed | -$348K | – | 147 |
|
|
2019
Q4 | $348K | Buy |
+2,800
| New | +$348K | 0.22% | 92 |
|