Simplicity Solutions’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.56M | Buy |
13,669
+1,102
| +9% | +$206K | 0.07% | 251 |
|
|
2023
Q3 | $1.87M | Sell |
12,567
-2,626
| -17% | -$392K | 0.06% | 299 |
|
|
2023
Q2 | $2.65M | Sell |
15,193
-3,959
| -21% | -$690K | 0.07% | 247 |
|
|
2023
Q1 | $3.16M | Buy |
19,152
+13,954
| +268% | +$2.3M | 0.08% | 222 |
|
|
2022
Q4 | $768K | Buy |
5,198
+147
| +3% | +$21.7K | 0.1% | 248 |
|
|
2022
Q3 | $681K | Buy |
5,051
+389
| +8% | +$52.4K | 0.1% | 252 |
|
|
2022
Q2 | $646K | Buy |
4,662
+402
| +9% | +$55.7K | 0.08% | 259 |
|
|
2022
Q1 | $797K | Sell |
4,260
-3,086
| -42% | -$577K | 0.1% | 217 |
|
|
2021
Q4 | $1.2M | Buy |
7,346
+4,312
| +142% | +$706K | 0.13% | 194 |
|
|
2021
Q3 | $508K | Buy |
3,034
+587
| +24% | +$98.3K | 0.08% | 278 |
|
|
2021
Q2 | $404K | Buy |
2,447
+554
| +29% | +$91.5K | 0.08% | 282 |
|
|
2021
Q1 | $268K | Sell |
1,893
-3,813
| -67% | -$540K | 0.06% | 385 |
|
|
2020
Q4 | $690K | Sell |
5,706
-1,952
| -25% | -$236K | 0.01% | 630 |
|
|
2020
Q3 | $768K | Buy |
7,658
+302
| +4% | +$30.3K | 0.01% | 549 |
|
|
2020
Q2 | $700K | Sell |
7,356
-1,145
| -13% | -$109K | 0.01% | 563 |
|
|
2020
Q1 | $728K | Buy |
8,501
+3,404
| +67% | +$292K | 0.02% | 414 |
|
|
2019
Q4 | $634K | Buy |
5,097
+1,016
| +25% | +$126K | 0.02% | 481 |
|
|
2019
Q3 | $483K | Buy |
4,081
+646
| +19% | +$76.5K | 0.02% | 423 |
|
|
2019
Q2 | $424K | Sell |
3,435
-9,939
| -74% | -$1.23M | 0.02% | 398 |
|
|
2019
Q1 | $1.46M | Buy |
13,374
+490
| +4% | +$53.6K | 0.09% | 199 |
|
|
2018
Q4 | $1.23M | Buy |
12,884
+9,811
| +319% | +$935K | 0.16% | 151 |
|
|
2018
Q3 | $327K | Buy |
3,073
+411
| +15% | +$43.7K | 0.02% | 349 |
|
|
2018
Q2 | $261K | Buy |
+2,662
| New | +$261K | 0.02% | 404 |
|