SpiderRock 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
Q3 | $9.12M | Buy |
33,623
+8,116
| +32% | +$2.2M | 0.15% | 87 |
|
|
2024
Q2 | $5.91M | Buy |
25,507
+975
| +4% | +$226K | 0.12% | 99 |
|
|
2024
Q1 | $5.42M | Buy |
+24,532
| New | +$5.42M | 0.14% | 103 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 15 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 14 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 9 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 6 |
|
|
2017
Q4 | – | Hold |
0
| – | -$11K | – | 31 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 151 |
|
|
2017
Q2 | – | Hold |
0
| – | -$112K | – | 340 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 161 |
|