United Bank (Virginia)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,505
| Closed | -$225K | – | 150 |
|
|
2023
Q3 | $225K | Hold |
1,505
| – | – | 0.03% | 131 |
|
|
2023
Q2 | $262K | Hold |
1,505
| – | – | 0.03% | 132 |
|
|
2023
Q1 | $248K | Hold |
1,505
| – | – | 0.03% | 138 |
|
|
2022
Q4 | $222K | Hold |
1,505
| – | – | 0.03% | 142 |
|
|
2022
Q3 | $203K | Buy |
+1,505
| New | +$203K | 0.03% | 147 |
|
|
2022
Q2 | – | Sell |
-1,430
| Closed | -$268K | – | 153 |
|
|
2022
Q1 | $268K | Sell |
1,430
-145
| -9% | -$27.2K | 0.04% | 141 |
|
|
2021
Q4 | $258K | Hold |
1,575
| – | – | 0.03% | 151 |
|
|
2021
Q3 | $264K | Buy |
1,575
+100
| +7% | +$16.8K | 0.04% | 147 |
|
|
2021
Q2 | $244K | Hold |
1,475
| – | – | 0.03% | 152 |
|
|
2021
Q1 | $208K | Buy |
+1,475
| New | +$208K | 0.03% | 168 |
|