Surevest’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $104K | Sell |
773
-293
| -27% | -$39.4K | 0.03% | 164 |
|
|
2022
Q2 | $148K | Buy |
1,066
+132
| +14% | +$18.3K | 0.04% | 150 |
|
|
2022
Q1 | $175K | Buy |
934
+1
| +0.1% | +$187 | 0.04% | 138 |
|
|
2021
Q4 | $153K | Buy |
+933
| New | +$153K | 0.04% | 132 |
|
|
2019
Q1 | – | Sell |
-2,668
| Closed | -$254K | – | 121 |
|
|
2018
Q4 | $254K | Buy |
+2,668
| New | +$254K | 0.2% | 110 |
|