Triumph Capital 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
Q4 | – | Sell |
-3,104
| Closed | -$419K | – | 209 |
|
|
2022
Q3 | $419K | Buy |
3,104
+1,006
| +48% | +$136K | 0.23% | 102 |
|
|
2022
Q2 | $291K | Buy |
2,098
+58
| +3% | +$8.05K | 0.15% | 147 |
|
|
2022
Q1 | $382K | Buy |
2,040
+4
| +0.2% | +$749 | 0.17% | 129 |
|
|
2021
Q4 | $333K | Buy |
+2,036
| New | +$333K | 0.14% | 147 |
|
|
2021
Q3 | – | Sell |
-3,066
| Closed | -$529K | – | 190 |
|
|
2021
Q2 | $529K | Buy |
+3,066
| New | +$529K | 0.31% | 80 |
|