Stonnington 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
Q1 | $4.61M | Buy |
28,406
+2,119
| +8% | +$344K | 1.2% | 16 |
|
|
2022
Q4 | $4M | Sell |
26,287
-537
| -2% | -$81.6K | 1.1% | 22 |
|
|
2022
Q3 | $3.86M | Sell |
26,824
-405
| -1% | -$58.3K | 1.09% | 21 |
|
|
2022
Q2 | $3.84M | Buy |
27,229
+4,163
| +18% | +$587K | 1.02% | 21 |
|
|
2022
Q1 | $4.1M | Buy |
23,066
+4,325
| +23% | +$768K | 0.98% | 29 |
|
|
2021
Q4 | $3.29M | Buy |
18,741
+235
| +1% | +$41.2K | 0.71% | 41 |
|
|
2021
Q3 | $3.24M | Sell |
18,506
-530
| -3% | -$92.8K | 0.72% | 39 |
|
|
2021
Q2 | $3.19M | Sell |
19,036
-10
| -0.1% | -$1.68K | 0.71% | 41 |
|
|
2021
Q1 | $2.9M | Buy |
+19,046
| New | +$2.9M | 0.7% | 45 |
|