RPG Investment Advisory’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28,718
| Closed | -$4.24M | – | 86 |
|
|
2022
Q4 | $4.24M | Sell |
28,718
-190
| -0.7% | -$28.1K | 0.82% | 54 |
|
|
2022
Q3 | $3.9M | Buy |
28,908
+211
| +0.7% | +$28.5K | 0.84% | 54 |
|
|
2022
Q2 | $3.98M | Buy |
28,697
+342
| +1% | +$47.4K | 0.81% | 57 |
|
|
2022
Q1 | $5.3M | Sell |
28,355
-78
| -0.3% | -$14.6K | 0.87% | 58 |
|
|
2021
Q4 | $4.65M | Buy |
28,433
+23
| +0.1% | +$3.76K | 0.72% | 67 |
|
|
2021
Q3 | $4.76M | Sell |
28,410
-10,423
| -27% | -$1.75M | 0.78% | 67 |
|
|
2021
Q2 | $6.42M | Buy |
38,833
+1,600
| +4% | +$264K | 1.05% | 52 |
|
|
2021
Q1 | $5.27M | Buy |
37,233
+210
| +0.6% | +$29.7K | 0.94% | 61 |
|
|
2020
Q4 | $4.48M | Buy |
+37,023
| New | +$4.48M | 0.9% | 59 |
|