Rede Wealth’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 |
-1,641
| Closed | -$286K | – | 82 |
|
|
2023
Q2 | $286K | Hold |
1,641
| – | – | 0.14% | 76 |
|
|
2023
Q1 | $271K | Sell |
1,641
-58
| -3% | -$9.57K | 0.14% | 79 |
|
|
2022
Q4 | $251K | Sell |
1,699
-453
| -21% | -$66.9K | 0.13% | 79 |
|
|
2022
Q3 | $290K | Sell |
2,152
-100
| -4% | -$13.5K | 0.17% | 75 |
|
|
2022
Q2 | $312K | Sell |
2,252
-7
| -0.3% | -$970 | 0.18% | 74 |
|
|
2022
Q1 | $422K | Buy |
2,259
+12
| +0.5% | +$2.24K | 0.2% | 63 |
|
|
2021
Q4 | $368K | Buy |
2,247
+51
| +2% | +$8.35K | 0.19% | 72 |
|
|
2021
Q3 | $368K | Buy |
2,196
+516
| +31% | +$86.5K | 0.2% | 72 |
|
|
2021
Q2 | $278K | Buy |
+1,680
| New | +$278K | 0.15% | 88 |
|