TFO Wealth 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
Q2 | – | Sell |
-5
| Closed | -$1.14K | – | 124 |
|
|
2024
Q1 | $1.14K | Hold |
5
| – | – | ﹤0.01% | 145 |
|
|
2023
Q4 | $937 | Sell |
5
-179
| -97% | -$33.5K | ﹤0.01% | 207 |
|
|
2023
Q3 | $32.1K | Buy |
184
+1
| +0.5% | +$174 | 0.01% | 114 |
|
|
2023
Q2 | $31.9K | Buy |
183
+178
| +3,560% | +$31K | 0.01% | 104 |
|
|
2023
Q1 | $825 | Sell |
5
-12
| -71% | -$1.98K | ﹤0.01% | 185 |
|
|
2022
Q4 | $776 | Buy |
+17
| New | +$776 | ﹤0.01% | 411 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$1K | – | 168 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 378 |
|