Ulland Investment Advisors’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
-600
Closed -$81K 212
2022
Q3
$81K Hold
600
0.09% 72
2022
Q2
$83K Sell
600
-50
-8% -$6.92K 0.09% 75
2022
Q1
$122K Buy
650
+50
+8% +$9.39K 0.09% 70
2021
Q4
$98K Buy
+600
New +$98K 0.06% 81