ACG Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.26M | Sell |
9,310
-235
| -2% | -$31.7K | 0.29% | 88 |
|
|
2022
Q2 | $1.32M | Sell |
9,545
-88
| -0.9% | -$12.2K | 0.27% | 89 |
|
|
2022
Q1 | $1.8M | Sell |
9,633
-884
| -8% | -$165K | 0.34% | 82 |
|
|
2021
Q4 | $1.72M | Buy |
10,517
+53
| +0.5% | +$8.67K | 0.24% | 96 |
|
|
2021
Q3 | $1.75M | Buy |
10,464
+761
| +8% | +$127K | 0.23% | 94 |
|
|
2021
Q2 | $1.6M | Buy |
9,703
+160
| +2% | +$26.4K | 0.2% | 100 |
|
|
2021
Q1 | $1.35M | Sell |
9,543
-423
| -4% | -$59.8K | 0.18% | 114 |
|
|
2020
Q4 | $1.21M | Sell |
9,966
-1,470
| -13% | -$178K | 0.17% | 111 |
|
|
2020
Q3 | $1.15M | Sell |
11,436
-622
| -5% | -$62.3K | 0.17% | 109 |
|
|
2020
Q2 | $1.15M | Sell |
12,058
-596
| -5% | -$56.7K | 0.19% | 100 |
|
|
2020
Q1 | $1.08M | Buy |
12,654
+278
| +2% | +$23.8K | 0.2% | 101 |
|
|
2019
Q4 | $1.54M | Buy |
12,376
+234
| +2% | +$29.1K | 0.23% | 98 |
|
|
2019
Q3 | $1.44M | Sell |
12,142
-281
| -2% | -$33.2K | 0.21% | 103 |
|
|
2019
Q2 | $1.53M | Sell |
12,423
-3,674
| -23% | -$453K | 0.21% | 106 |
|
|
2019
Q1 | $1.76M | Buy |
16,097
+1,612
| +11% | +$176K | 0.24% | 92 |
|
|
2018
Q4 | $1.38M | Buy |
14,485
+156
| +1% | +$14.9K | 0.21% | 102 |
|
|
2018
Q3 | $1.53M | Sell |
14,329
-1,244
| -8% | -$132K | 0.2% | 102 |
|
|
2018
Q2 | $1.53M | Buy |
15,573
+1,435
| +10% | +$141K | 0.23% | 93 |
|
|
2018
Q1 | $1.32M | Buy |
14,138
+487
| +4% | +$45.4K | 0.2% | 105 |
|
|
2017
Q4 | $1.36M | Sell |
13,651
-2,537
| -16% | -$252K | 0.2% | 111 |
|
|
2017
Q3 | $1.46M | Sell |
16,188
-6,130
| -27% | -$554K | 0.26% | 96 |
|
|
2017
Q2 | $1.88M | Sell |
22,318
-394
| -2% | -$33.2K | 0.31% | 90 |
|
|
2017
Q1 | $1.8M | Buy |
22,712
+702
| +3% | +$55.5K | 0.33% | 85 |
|
|
2016
Q4 | $1.63M | Sell |
22,010
-9,890
| -31% | -$733K | 0.34% | 79 |
|
|
2016
Q3 | $2.04M | Sell |
31,900
-802
| -2% | -$51.4K | 0.43% | 66 |
|
|
2016
Q2 | $1.99M | Buy |
32,702
+654
| +2% | +$39.7K | 0.44% | 67 |
|
|
2016
Q1 | $1.97M | Buy |
32,048
+9,217
| +40% | +$566K | 0.44% | 68 |
|
|
2015
Q4 | $1.59M | Buy |
+22,831
| New | +$1.59M | 0.35% | 82 |
|