Windsor Wealth Management’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 |
-1,781
| Closed | -$310K | – | 160 |
|
|
2023
Q2 | $310K | Buy |
1,781
+191
| +12% | +$33.2K | 0.06% | 123 |
|
|
2023
Q1 | $256K | Hold |
1,590
| – | – | 0.05% | 135 |
|
|
2022
Q4 | $239K | Buy |
1,590
+4
| +0.3% | +$601 | 0.05% | 141 |
|
|
2022
Q3 | $221K | Sell |
1,586
-31
| -2% | -$4.32K | 0.06% | 136 |
|
|
2022
Q2 | $223K | Sell |
1,617
-792
| -33% | -$109K | 0.06% | 143 |
|
|
2022
Q1 | $443K | Buy |
2,409
+3
| +0.1% | +$552 | 0.08% | 162 |
|
|
2021
Q4 | $418K | Buy |
2,406
+702
| +41% | +$122K | 0.08% | 164 |
|
|
2021
Q3 | $296K | Sell |
1,704
-19
| -1% | -$3.3K | 0.06% | 177 |
|
|
2021
Q2 | $285K | Sell |
1,723
-149
| -8% | -$24.6K | 0.06% | 179 |
|
|
2021
Q1 | $265K | Sell |
1,872
-130
| -6% | -$18.4K | 0.06% | 177 |
|
|
2020
Q4 | $242K | Buy |
+2,002
| New | +$242K | 0.06% | 176 |
|
|
2020
Q2 | – | Sell |
-2,539
| Closed | -$217K | – | 187 |
|
|
2020
Q1 | $217K | Sell |
2,539
-498
| -16% | -$42.6K | 0.09% | 167 |
|
|
2019
Q4 | $378K | Sell |
3,037
-70
| -2% | -$8.71K | 0.14% | 139 |
|
|
2019
Q3 | $351K | Sell |
3,107
-847
| -21% | -$95.7K | 0.15% | 133 |
|
|
2019
Q2 | $494K | Buy |
3,954
+111
| +3% | +$13.9K | 0.22% | 114 |
|
|
2019
Q1 | $420K | Buy |
3,843
+601
| +19% | +$65.7K | 0.24% | 103 |
|
|
2018
Q4 | $309K | Buy |
3,242
+301
| +10% | +$28.7K | 0.21% | 107 |
|
|
2018
Q3 | $313K | Buy |
+2,941
| New | +$313K | 0.2% | 104 |
|