Riverwater 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
Q1 | – | Sell |
-1,721
| Closed | -$322K | – | 190 |
|
|
2023
Q4 | $322K | Sell |
1,721
-72
| -4% | -$13.5K | 0.25% | 125 |
|
|
2023
Q3 | $267K | Buy |
1,793
+4
| +0.2% | +$597 | 0.24% | 151 |
|
|
2023
Q2 | $312K | Buy |
1,789
+130
| +8% | +$22.6K | 0.28% | 121 |
|
|
2023
Q1 | $274K | Sell |
1,659
-287
| -15% | -$47.3K | 0.25% | 131 |
|
|
2022
Q4 | $288K | Buy |
1,946
+202
| +12% | +$29.8K | 0.25% | 132 |
|
|
2022
Q3 | $235K | Sell |
1,744
-12
| -0.7% | -$1.62K | 0.23% | 148 |
|
|
2022
Q2 | $243K | Buy |
+1,756
| New | +$243K | 0.24% | 153 |
|