SWS Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-333
| Closed | -$77.2K | – | 124 |
|
|
2024
Q2 | $77.2K | Buy |
+333
| New | +$77.2K | 0.02% | 142 |
|
|
2018
Q2 | – | Sell |
-160
| Closed | -$15K | – | 117 |
|
|
2018
Q1 | $15K | Hold |
160
| – | – | 0.01% | 232 |
|
|
2017
Q4 | $16K | Buy |
+160
| New | +$16K | 0.01% | 238 |
|