Triad Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.85M | Hold |
8,138
| – | – | 2.25% | 21 |
|
|
2023
Q4 | $1.52M | Hold |
8,138
| – | – | 2% | 23 |
|
|
2023
Q3 | $1.21M | Hold |
8,138
| – | – | 1.77% | 25 |
|
|
2023
Q2 | $1.42M | Hold |
8,138
| – | – | 1.97% | 22 |
|
|
2023
Q1 | $1.34M | Hold |
8,138
| – | – | 1.95% | 20 |
|
|
2022
Q4 | $1.2M | Hold |
8,138
| – | – | 1.88% | 21 |
|
|
2022
Q3 | $1.1M | Hold |
8,138
| – | – | 1.91% | 21 |
|
|
2022
Q2 | $1.13M | Hold |
8,138
| – | – | 1.67% | 27 |
|
|
2022
Q1 | $1.52M | Hold |
8,138
| – | – | 1.44% | 28 |
|
|
2021
Q4 | $1.33M | Buy |
+8,138
| New | +$1.33M | 1.21% | 30 |
|
|
2020
Q4 | $981K | Hold |
8,138
| – | – | 1.09% | 31 |
|
|
2020
Q3 | $812K | Hold |
8,138
| – | – | 1.15% | 30 |
|
|
2020
Q2 | $771K | Sell |
8,138
-672
| -8% | -$63.7K | 1.04% | 30 |
|
|
2020
Q1 | $750K | Hold |
8,810
| – | – | 1.3% | 26 |
|
|
2019
Q4 | $1.09M | Sell |
8,810
-608
| -6% | -$75.4K | 1.06% | 36 |
|
|
2019
Q3 | $1.04M | Buy |
9,418
+608
| +7% | +$67K | 1.13% | 34 |
|
|
2019
Q2 | $1.08M | Sell |
8,810
-604
| -6% | -$74.3K | 1.12% | 33 |
|
|
2019
Q1 | $1.03M | Buy |
9,414
+604
| +7% | +$66K | 1.05% | 34 |
|
|
2018
Q4 | $840K | Buy |
+8,810
| New | +$840K | 1.1% | 34 |
|