Advisor Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $10.4M | Buy |
83,531
+3,833
| +5% | +$477K | 0.07% | 234 |
|
2019
Q3 | $9.43M | Sell |
79,698
-436
| -0.5% | -$51.6K | 0.07% | 238 |
|
2019
Q2 | $9.89M | Buy |
80,134
+6,076
| +8% | +$750K | 0.08% | 227 |
|
2019
Q1 | $8.1M | Buy |
74,058
+14,693
| +25% | +$1.61M | 0.07% | 254 |
|
2018
Q4 | $5.66M | Buy |
59,365
+134
| +0.2% | +$12.8K | 0.06% | 288 |
|
2018
Q3 | $6.31M | Buy |
59,231
+6,248
| +12% | +$666K | 0.06% | 253 |
|
2018
Q2 | $5.19M | Sell |
52,983
-233
| -0.4% | -$22.8K | 0.07% | 241 |
|
2018
Q1 | $4.97M | Sell |
53,216
-7,718
| -13% | -$720K | 0.07% | 247 |
|
2017
Q4 | $6.05M | Sell |
60,934
-433
| -0.7% | -$43K | 0.08% | 220 |
|
2017
Q3 | $5.55M | Buy |
61,367
+1,235
| +2% | +$112K | 0.09% | 203 |
|
2017
Q2 | $5.07M | Sell |
60,132
-1,182
| -2% | -$99.6K | 0.09% | 222 |
|
2017
Q1 | $4.85M | Sell |
61,314
-3,522
| -5% | -$279K | 0.1% | 218 |
|
2016
Q4 | $4.8M | Buy |
64,836
+14,107
| +28% | +$1.05M | 0.11% | 201 |
|
2016
Q3 | $3.25M | Buy |
50,729
+3,938
| +8% | +$252K | 0.08% | 279 |
|
2016
Q2 | $2.84M | Buy |
+46,791
| New | +$2.84M | 0.07% | 292 |
|