Wealth Advisors’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 | $1.16M | Hold |
7,786
| – | – | 0.52% | 27 |
|
|
2023
Q2 | $1.36M | Hold |
7,786
| – | – | 0.58% | 27 |
|
|
2023
Q1 | $1.26M | Buy |
7,786
+65
| +0.8% | +$10.5K | 0.6% | 25 |
|
|
2022
Q4 | $1.14M | Hold |
7,721
| – | – | 0.61% | 25 |
|
|
2022
Q3 | $1.04M | Hold |
7,721
| – | – | 0.53% | 26 |
|
|
2022
Q2 | $1.07M | Buy |
7,721
+996
| +15% | +$138K | 0.52% | 26 |
|
|
2022
Q1 | $1.26M | Buy |
6,725
+4,000
| +147% | +$748K | 0.45% | 27 |
|
|
2021
Q4 | $446K | Hold |
2,725
| – | – | 0.15% | 43 |
|
|
2021
Q3 | $470K | Hold |
2,725
| – | – | 0.18% | 42 |
|
|
2021
Q2 | $463K | Hold |
2,725
| – | – | 0.17% | 40 |
|
|
2021
Q1 | $395K | Buy |
2,725
+2,000
| +276% | +$290K | 0.16% | 46 |
|
|
2020
Q4 | $88K | Buy |
+725
| New | +$88K | 0.04% | 57 |
|