Sustainable Insight Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,408
| Closed | -$403K | – | 126 |
|
|
2021
Q3 | $403K | Buy |
2,408
+122
| +5% | +$20.4K | 0.26% | 58 |
|
|
2021
Q2 | $378K | Sell |
2,286
-773
| -25% | -$128K | 0.22% | 77 |
|
|
2021
Q1 | $433K | Hold |
3,059
| – | – | 0.29% | 61 |
|
|
2020
Q4 | $370K | Buy |
+3,059
| New | +$370K | 0.25% | 66 |
|
|
2019
Q2 | – | Sell |
-2,774
| Closed | -$303K | – | 59 |
|
|
2019
Q1 | $303K | Sell |
2,774
-228
| -8% | -$24.9K | 0.39% | 60 |
|
|
2018
Q4 | $286K | Hold |
3,002
| – | – | 0.37% | 45 |
|
|
2018
Q3 | $320K | Buy |
+3,002
| New | +$320K | 0.21% | 42 |
|