WR Wealth Planners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $293K | Sell |
987
-59
| -6% | -$17.5K | 0.09% | 133 |
|
|
2024
Q3 | $284K | Buy |
1,046
+14
| +1% | +$3.8K | 0.08% | 150 |
|
|
2024
Q2 | $239K | Buy |
1,032
+92
| +10% | +$21.3K | 0.07% | 151 |
|
|
2024
Q1 | $214K | Buy |
+940
| New | +$214K | 0.07% | 161 |
|
|
2023
Q4 | – | Sell |
-883
| Closed | -$132K | – | 233 |
|
|
2023
Q3 | $132K | Buy |
883
+20
| +2% | +$2.98K | 0.05% | 210 |
|
|
2023
Q2 | $150K | Buy |
863
+168
| +24% | +$29.3K | 0.06% | 197 |
|
|
2023
Q1 | $115K | Buy |
+695
| New | +$115K | 0.05% | 224 |
|