TCWP’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 |
-1,897
| Closed | -$313K | – | 179 |
|
|
2023
Q1 | $313K | Sell |
1,897
-750
| -28% | -$124K | 0.06% | 182 |
|
|
2022
Q4 | $391K | Buy |
2,647
+910
| +52% | +$134K | 0.08% | 162 |
|
|
2022
Q3 | $234K | Buy |
1,737
+187
| +12% | +$25.2K | 0.05% | 241 |
|
|
2022
Q2 | $214K | Buy |
1,550
+785
| +103% | +$108K | 0.05% | 246 |
|
|
2022
Q1 | $143K | Buy |
+765
| New | +$143K | 0.03% | 297 |
|