WIP
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Wellesley Investment Partners’s American Express AXP Stock Holding History

Wellesley Investment Partners’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$252K Buy
2,523
+88
+4% +$8.79K 0.09% 90
2020
Q2 		$231K Hold
2,435
– – 0.08% 97
2020
Q1 		$208K Hold
2,435
– – 0.08% 96
2019
Q4 		$303K Hold
2,435
– – 0.09% 93
2019
Q3 		$288K Buy
+2,435
New +$288K 0.09% 88