Waterfront Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,484
| Closed | -$584K | – | 247 |
|
|
2023
Q2 | $584K | Sell |
3,484
-1,188
| -25% | -$199K | 0.17% | 158 |
|
|
2023
Q1 | $771K | Sell |
4,672
-291
| -6% | -$48K | 0.25% | 122 |
|
|
2022
Q4 | $855K | Buy |
4,963
+317
| +7% | +$54.6K | 0.29% | 103 |
|
|
2022
Q3 | $692K | Sell |
4,646
-720
| -13% | -$107K | 0.26% | 114 |
|
|
2022
Q2 | $744K | Buy |
5,366
+2,216
| +70% | +$307K | 0.3% | 93 |
|
|
2022
Q1 | $583K | Buy |
3,150
+1,611
| +105% | +$298K | 0.21% | 114 |
|
|
2021
Q4 | $252K | Buy |
+1,539
| New | +$252K | 0.1% | 193 |
|