SRB Corp’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Hold |
0
| – | – | – | 104 |
|
|
2022
Q2 | – | Sell |
-7,694
| Closed | -$1.44M | – | 68 |
|
|
2022
Q1 | $1.44M | Hold |
7,694
| – | – | 0.08% | 53 |
|
|
2021
Q4 | $1.26M | Buy |
+7,694
| New | +$1.26M | 0.07% | 115 |
|
|
2019
Q3 | – | Sell |
-4,006
| Closed | -$494K | – | 161 |
|
|
2019
Q2 | $494K | Buy |
+4,006
| New | +$494K | 0.05% | 110 |
|
|
2018
Q1 | – | Sell |
-2,087
| Closed | -$207K | – | 168 |
|
|
2017
Q4 | $207K | Hold |
2,087
| – | – | 0.03% | 68 |
|
|
2017
Q3 | $189K | Sell |
2,087
-267
| -11% | -$24.2K | 0.03% | 66 |
|
|
2017
Q2 | $198K | Buy |
2,354
+100
| +4% | +$8.41K | 0.03% | 27 |
|
|
2017
Q1 | $178K | Sell |
2,254
-143
| -6% | -$11.3K | 0.03% | 91 |
|
|
2016
Q4 | $178K | Hold |
2,397
| – | – | 0.02% | 65 |
|
|
2016
Q3 | $154K | Buy |
2,397
+178
| +8% | +$11.4K | 0.02% | 115 |
|
|
2016
Q2 | $135K | Sell |
2,219
-299
| -12% | -$18.2K | 0.02% | 141 |
|
|
2016
Q1 | $155K | Buy |
+2,518
| New | +$155K | 0.02% | 50 |
|