1IA
1834 Investment Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,462
| Closed | -$218K | – | 226 |
|
|
2023
Q3 | $218K | Sell |
1,462
-685
| -32% | -$102K | 0.03% | 225 |
|
|
2023
Q2 | $374K | Buy |
2,147
+585
| +37% | +$102K | 0.04% | 190 |
|
|
2023
Q1 | $258K | Buy |
+1,562
| New | +$258K | 0.03% | 212 |
|
|
2022
Q3 | – | Sell |
-1,702
| Closed | -$236K | – | 220 |
|
|
2022
Q2 | $236K | Sell |
1,702
-12,951
| -88% | -$1.8M | 0.03% | 178 |
|
|
2022
Q1 | $2.74M | Sell |
14,653
-3,840
| -21% | -$718K | 0.34% | 65 |
|
|
2021
Q4 | $3.03M | Sell |
18,493
-638
| -3% | -$104K | 0.34% | 68 |
|
|
2021
Q3 | $3.21M | Sell |
19,131
-29,153
| -60% | -$4.88M | 0.39% | 62 |
|
|
2021
Q2 | $7.98M | Sell |
48,284
-2,098
| -4% | -$347K | 0.96% | 41 |
|
|
2021
Q1 | $7.13M | Sell |
50,382
-2,271
| -4% | -$321K | 0.92% | 42 |
|
|
2020
Q4 | $6.37M | Sell |
52,653
-1,118
| -2% | -$135K | 0.85% | 44 |
|
|
2020
Q3 | $5.39M | Buy |
53,771
+2,361
| +5% | +$237K | 0.79% | 44 |
|
|
2020
Q2 | $4.89M | Buy |
51,410
+843
| +2% | +$80.3K | 0.77% | 43 |
|
|
2020
Q1 | $4.33M | Buy |
50,567
+34,693
| +219% | +$2.97M | 0.82% | 42 |
|
|
2019
Q4 | $1.98M | Buy |
15,874
+12,874
| +429% | +$1.6M | 0.3% | 69 |
|
|
2019
Q3 | $355K | Hold |
3,000
| – | – | 0.05% | 144 |
|
|
2019
Q2 | $370K | Hold |
3,000
| – | – | 0.06% | 137 |
|
|
2019
Q1 | $328K | Hold |
3,000
| – | – | 0.05% | 141 |
|
|
2018
Q4 | $286K | Hold |
3,000
| – | – | 0.05% | 148 |
|
|
2018
Q3 | $319K | Hold |
3,000
| – | – | 0.05% | 157 |
|
|
2018
Q2 | $294K | Hold |
3,000
| – | – | 0.05% | 155 |
|
|
2018
Q1 | $280K | Sell |
3,000
-200
| -6% | -$18.7K | 0.05% | 154 |
|
|
2017
Q4 | $318K | Buy |
+3,200
| New | +$318K | 0.05% | 149 |
|
|
2015
Q2 | – | Sell |
-2,901
| Closed | -$227K | – | 153 |
|
|
2015
Q1 | $227K | Buy |
2,901
+611
| +27% | +$47.8K | 0.06% | 153 |
|
|
2014
Q4 | $213K | Hold |
2,290
| – | – | 0.06% | 151 |
|
|
2014
Q3 | $200K | Hold |
2,290
| – | – | 0.06% | 157 |
|
|
2014
Q2 | $217K | Hold |
2,290
| – | – | 0.06% | 154 |
|
|
2014
Q1 | $206K | Hold |
2,290
| – | – | 0.06% | 148 |
|
|
2013
Q4 | $208K | Buy |
+2,290
| New | +$208K | 0.06% | 152 |
|