Sun Life Financial’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,540
| Closed | -$582K | – | 36 |
|
|
2023
Q1 | $582K | Hold |
3,540
| – | – | 0.04% | 45 |
|
|
2022
Q4 | $526K | Sell |
3,540
-155
| -4% | -$23K | 0.04% | 46 |
|
|
2022
Q3 | $498K | Sell |
3,695
-724
| -16% | -$97.6K | 0.04% | 49 |
|
|
2022
Q2 | $614K | Sell |
4,419
-184
| -4% | -$25.6K | 0.05% | 48 |
|
|
2022
Q1 | $858K | Sell |
4,603
-421
| -8% | -$78.5K | 0.04% | 52 |
|
|
2021
Q4 | $821K | Buy |
5,024
+273
| +6% | +$44.6K | 0.03% | 59 |
|
|
2021
Q3 | $795K | Buy |
4,751
+1,044
| +28% | +$175K | 0.05% | 53 |
|
|
2021
Q2 | $613K | Sell |
3,707
-490
| -12% | -$81K | 0.03% | 49 |
|
|
2021
Q1 | $593K | Sell |
4,197
-58
| -1% | -$8.2K | 0.05% | 55 |
|
|
2020
Q4 | $514K | Sell |
4,255
-307
| -7% | -$37.1K | 0.07% | 55 |
|
|
2020
Q3 | $457K | Buy |
+4,562
| New | +$457K | 0.07% | 92 |
|
|
2017
Q2 | – | Sell |
-32
| Closed | -$409 | – | 565 |
|
|
2017
Q1 | $409 | Buy |
32
+1
| +3% | +$13 | ﹤0.01% | 192 |
|
|
2016
Q4 | $413 | Buy |
+31
| New | +$413 | ﹤0.01% | 139 |
|