Summit X LLC’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 | – | Sell |
-3,442
| Closed | -$600K | – | 190 |
|
|
2023
Q2 | $600K | Buy |
3,442
+4
| +0.1% | +$697 | 0.15% | 141 |
|
|
2023
Q1 | $567K | Sell |
3,438
-111
| -3% | -$18.3K | 0.15% | 141 |
|
|
2022
Q4 | $492K | Sell |
3,549
-131
| -4% | -$18.2K | 0.14% | 150 |
|
|
2022
Q3 | $495K | Buy |
3,680
+130
| +4% | +$17.5K | 0.15% | 155 |
|
|
2022
Q2 | $492K | Buy |
3,550
+15
| +0.4% | +$2.08K | 0.14% | 151 |
|
|
2022
Q1 | $655K | Buy |
+3,535
| New | +$655K | 0.16% | 130 |
|
|
2020
Q4 | – | Sell |
-755
| Closed | -$3.41K | – | 263 |
|
|
2020
Q3 | $3.41K | Buy |
+755
| New | +$3.41K | 0.06% | 151 |
|