Standard Family Office’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 | – | Sell |
-1,150
| Closed | -$155K | – | 45 |
|
|
2022
Q3 | $155K | Buy |
+1,150
| New | +$155K | 0.07% | 50 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$101K | – | 212 |
|
|
2021
Q3 | $101K | Sell |
600
-2,531
| -81% | -$426K | 0.03% | 21 |
|
|
2021
Q2 | $517K | Buy |
3,131
+600
| +24% | +$99.1K | 0.11% | 89 |
|
|
2021
Q1 | $358K | Sell |
2,531
-600
| -19% | -$84.9K | 0.08% | 87 |
|
|
2020
Q4 | $379K | Buy |
+3,131
| New | +$379K | 0.09% | 83 |
|