Ten Capital Wealth Advisors’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 | $224K | Buy |
1,287
+634
| +97% | +$110K | 0.07% | 118 |
|
|
2023
Q1 | $108K | Hold |
653
| – | – | 0.04% | 155 |
|
|
2022
Q4 | $96.5K | Buy |
653
+443
| +211% | +$65.4K | 0.04% | 135 |
|
|
2022
Q3 | $28K | Buy |
210
+15
| +8% | +$2K | 0.01% | 204 |
|
|
2022
Q2 | $27K | Hold |
195
| – | – | 0.01% | 177 |
|
|
2022
Q1 | $36K | Buy |
195
+48
| +33% | +$8.86K | 0.02% | 164 |
|
|
2021
Q4 | $24K | Hold |
147
| – | – | 0.01% | 207 |
|
|
2021
Q3 | $25K | Hold |
147
| – | – | 0.01% | 186 |
|
|
2021
Q2 | $24K | Hold |
147
| – | – | 0.01% | 238 |
|
|
2021
Q1 | $20K | Sell |
147
-275
| -65% | -$37.4K | ﹤0.01% | 222 |
|
|
2020
Q4 | $51K | Buy |
+422
| New | +$51K | 0.01% | 167 |
|