Titus Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $547K | Buy |
3,948
+2,030
| +106% | +$281K | 0.27% | 62 |
|
|
2022
Q1 | $359K | Sell |
1,918
-27
| -1% | -$5.05K | 0.16% | 97 |
|
|
2021
Q4 | $318K | Buy |
1,945
+7
| +0.4% | +$1.14K | 0.14% | 114 |
|
|
2021
Q3 | $325K | Buy |
1,938
+45
| +2% | +$7.55K | 0.17% | 99 |
|
|
2021
Q2 | $313K | Sell |
1,893
-16,806
| -90% | -$2.78M | 0.17% | 101 |
|
|
2021
Q1 | $264K | Buy |
18,699
+16,817
| +894% | +$237K | 0.15% | 111 |
|
|
2020
Q4 | $224K | Buy |
+1,882
| New | +$224K | 0.14% | 122 |
|
|
2019
Q4 | – | Sell |
-2,815
| Closed | -$333K | – | 106 |
|
|
2019
Q3 | $333K | Buy |
2,815
+86
| +3% | +$10.2K | 0.3% | 63 |
|
|
2019
Q2 | $337K | Sell |
2,729
-86
| -3% | -$10.6K | 0.33% | 58 |
|
|
2019
Q1 | $308 | Buy |
2,815
+143
| +5% | +$16 | 0.27% | 72 |
|
|
2018
Q4 | $254 | Sell |
2,672
-50
| -2% | -$5 | 0.22% | 76 |
|
|
2018
Q3 | $290K | Hold |
2,722
| – | – | 0.25% | 69 |
|
|
2018
Q2 | $267K | Buy |
2,722
+500
| +23% | +$49K | 0.29% | 67 |
|
|
2018
Q1 | $254K | Buy |
+2,222
| New | +$254K | 0.24% | 64 |
|