Steward Financial Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $26K | Buy |
175
+4
| +2% | +$594 | 0.01% | 212 |
|
|
2023
Q2 | $29K | Sell |
171
-40
| -19% | -$6.78K | 0.01% | 194 |
|
|
2023
Q1 | $34K | Buy |
211
+108
| +105% | +$17.4K | 0.01% | 108 |
|
|
2022
Q4 | $15K | Buy |
+103
| New | +$15K | 0.01% | 125 |
|
|
2022
Q3 | – | Sell |
-42
| Closed | -$5K | – | 169 |
|
|
2022
Q2 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 321 |
|