WESPAC Advisors SoCal’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-41,945
| Closed | -$7.84M | – | 77 |
|
|
2022
Q1 | $7.84M | Buy |
41,945
+625
| +2% | +$117K | 2.42% | 17 |
|
|
2021
Q4 | $7.58M | Buy |
+41,320
| New | +$7.58M | 2.32% | 20 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$10K | – | 101 |
|
|
2019
Q1 | $10K | Sell |
100
-305
| -75% | -$30.5K | 0.01% | 229 |
|
|
2018
Q4 | $38K | Buy |
405
+305
| +305% | +$28.6K | 0.02% | 133 |
|
|
2018
Q3 | $10K | Buy |
+100
| New | +$10K | 0.01% | 236 |
|
|
2017
Q4 | – | Sell |
-62
| Closed | -$5K | – | 255 |
|
|
2017
Q3 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 222 |
|