Sugarloaf Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12.5K | Hold |
42
| – | – | ﹤0.01% | 465 |
|
|
2024
Q3 | $11.4K | Hold |
42
| – | – | ﹤0.01% | 487 |
|
|
2024
Q2 | $9.73K | Hold |
42
| – | – | ﹤0.01% | 482 |
|
|
2024
Q1 | $9.56K | Hold |
42
| – | – | ﹤0.01% | 488 |
|
|
2023
Q4 | $7.87K | Hold |
42
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $6.27K | Hold |
42
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $7.32K | Sell |
42
-95
| -69% | -$16.5K | ﹤0.01% | 512 |
|
|
2023
Q1 | $22.7K | Hold |
137
| – | – | 0.01% | 378 |
|
|
2022
Q4 | $20.3K | Sell |
137
-1
| -0.7% | -$148 | 0.01% | 404 |
|
|
2022
Q3 | $19K | Buy |
138
+1
| +0.7% | +$138 | ﹤0.01% | 423 |
|
|
2022
Q2 | $19K | Hold |
137
| – | – | ﹤0.01% | 405 |
|
|
2022
Q1 | $26K | Hold |
137
| – | – | 0.01% | 365 |
|
|
2021
Q4 | $22K | Hold |
137
| – | – | 0.01% | 404 |
|
|
2021
Q3 | $23K | Buy |
137
+1
| +0.7% | +$168 | 0.01% | 392 |
|
|
2021
Q2 | $22K | Hold |
136
| – | – | 0.01% | 397 |
|
|
2021
Q1 | $19 | Buy |
136
+1
| +0.7% | – | 0.01% | 411 |
|
|
2020
Q4 | $16K | Buy |
135
+10
| +8% | +$1.19K | 0.01% | 418 |
|
|
2020
Q3 | $13K | Buy |
125
+16
| +15% | +$1.66K | ﹤0.01% | 420 |
|
|
2020
Q2 | $10K | Hold |
109
| – | – | ﹤0.01% | 445 |
|
|
2020
Q1 | $9K | Buy |
109
+92
| +541% | +$7.6K | ﹤0.01% | 440 |
|
|
2019
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 625 |
|