Sarah T. Connolly’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,200
| Closed | -$1.07M | – | 16 |
|
|
2023
Q3 | $1.07M | Hold |
7,200
| – | – | 0.71% | 49 |
|
|
2023
Q2 | $1.25M | Sell |
7,200
-85
| -1% | -$14.8K | 0.76% | 48 |
|
|
2023
Q1 | $1.2M | Hold |
7,285
| – | – | 0.76% | 51 |
|
|
2022
Q4 | $1.08M | Hold |
7,285
| – | – | 0.73% | 51 |
|
|
2022
Q3 | $983K | Sell |
7,285
-90
| -1% | -$12.1K | 0.72% | 50 |
|
|
2022
Q2 | $1.02M | Hold |
7,375
| – | – | 0.7% | 55 |
|
|
2022
Q1 | $1.38M | Hold |
7,375
| – | – | 0.81% | 44 |
|
|
2021
Q4 | $1.21M | Hold |
7,375
| – | – | 0.67% | 52 |
|
|
2021
Q3 | $1.24M | Hold |
7,375
| – | – | 1.02% | 36 |
|
|
2021
Q2 | $1.22M | Buy |
7,375
+175
| +2% | +$28.9K | 1% | 40 |
|
|
2021
Q1 | $1.02M | Hold |
7,200
| – | – | 0.91% | 47 |
|
|
2020
Q4 | $871K | Buy |
+7,200
| New | +$871K | 0.8% | 49 |
|