St. James Investment Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$470K Buy
3,182
+113
+4% +$16.7K 0.86% 43
2022
Q3
$414K Sell
3,069
-423
-12% -$57.1K 0.9% 44
2022
Q2
$484K Sell
3,492
-10,842
-76% -$1.5M 0.98% 42
2022
Q1
$2.68M Buy
14,334
+650
+5% +$122K 2.15% 27
2021
Q4
$2.24M Buy
+13,684
New +$2.24M 1.65% 33