Resurgent Financial 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 |
-145
| Closed | -$27.2K | – | 214 |
|
|
2023
Q4 | $27.2K | Buy |
+145
| New | +$27.2K | 0.02% | 438 |
|
|
2023
Q3 | – | Sell |
-649
| Closed | -$113K | – | 484 |
|
|
2023
Q2 | $113K | Sell |
649
-6
| -0.9% | -$1.05K | 0.07% | 219 |
|
|
2023
Q1 | $108K | Sell |
655
-123
| -16% | -$20.3K | 0.07% | 220 |
|
|
2022
Q4 | $115K | Buy |
+778
| New | +$115K | 0.06% | 283 |
|