Advisor Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.25M | Sell |
23,425
-1,139
| -5% | -$158K | 0.23% | 83 |
|
|
2022
Q1 | $4.59M | Buy |
24,564
+1,397
| +6% | +$261K | 0.29% | 66 |
|
|
2021
Q4 | $3.79M | Sell |
23,167
-1,477
| -6% | -$242K | 0.23% | 79 |
|
|
2021
Q3 | $4.13M | Sell |
24,644
-211
| -0.8% | -$35.3K | 0.28% | 65 |
|
|
2021
Q2 | $4.11M | Sell |
24,855
-407
| -2% | -$67.2K | 0.27% | 70 |
|
|
2021
Q1 | $3.57M | Sell |
25,262
-271
| -1% | -$38.3K | 0.26% | 72 |
|
|
2020
Q4 | $3.09M | Buy |
25,533
+1,135
| +5% | +$137K | 0.23% | 79 |
|
|
2020
Q3 | $2.45M | Sell |
24,398
-1,643
| -6% | -$165K | 0.21% | 90 |
|
|
2020
Q2 | $2.48M | Buy |
26,041
+4,116
| +19% | +$392K | 0.23% | 81 |
|
|
2020
Q1 | $1.88M | Sell |
21,925
-2,704
| -11% | -$231K | 0.23% | 94 |
|
|
2019
Q4 | $3.2M | Buy |
24,629
+78
| +0.3% | +$10.1K | 0.33% | 65 |
|
|
2019
Q3 | $2.9M | Buy |
24,551
+2,254
| +10% | +$267K | 0.35% | 60 |
|
|
2019
Q2 | $2.75M | Buy |
22,297
+677
| +3% | +$83.6K | 0.34% | 57 |
|
|
2019
Q1 | $2.36M | Sell |
21,620
-191
| -0.9% | -$20.9K | 0.3% | 66 |
|
|
2018
Q4 | $2.08M | Buy |
21,811
+309
| +1% | +$29.5K | 0.33% | 65 |
|
|
2018
Q3 | $2.29M | Buy |
21,502
+1,323
| +7% | +$141K | 0.31% | 64 |
|
|
2018
Q2 | $1.98M | Buy |
20,179
+1,443
| +8% | +$141K | 0.33% | 61 |
|
|
2018
Q1 | $1.75M | Sell |
18,736
-211
| -1% | -$19.7K | 0.32% | 66 |
|
|
2017
Q4 | $1.86M | Buy |
18,947
+961
| +5% | +$94.2K | 0.33% | 63 |
|
|
2017
Q3 | $1.63M | Buy |
17,986
+547
| +3% | +$49.5K | 0.32% | 61 |
|
|
2017
Q2 | $1.47M | Buy |
17,439
+910
| +6% | +$76.7K | 0.35% | 65 |
|
|
2017
Q1 | $1.31M | Buy |
16,529
+1,792
| +12% | +$142K | 0.35% | 67 |
|
|
2016
Q4 | $1.09M | Buy |
14,737
+551
| +4% | +$40.8K | 0.33% | 76 |
|
|
2016
Q3 | $908K | Buy |
14,186
+470
| +3% | +$30.1K | 0.3% | 86 |
|
|
2016
Q2 | $833K | Buy |
13,716
+1,597
| +13% | +$97K | 0.29% | 91 |
|
|
2016
Q1 | $744K | Sell |
12,119
-1,489
| -11% | -$91.4K | 0.28% | 97 |
|
|
2015
Q4 | $946K | Sell |
13,608
-854
| -6% | -$59.4K | 0.32% | 91 |
|
|
2015
Q3 | $1.07M | Sell |
14,462
-1,920
| -12% | -$142K | 0.45% | 62 |
|
|
2015
Q2 | $1.28M | Buy |
16,382
+2,982
| +22% | +$232K | 0.49% | 53 |
|
|
2015
Q1 | $1.05M | Sell |
13,400
-1,592
| -11% | -$124K | 0.44% | 60 |
|
|
2014
Q4 | $1.38M | Buy |
14,992
+395
| +3% | +$36.4K | 0.61% | 44 |
|
|
2014
Q3 | $1.28M | Sell |
14,597
-142
| -1% | -$12.4K | 0.73% | 35 |
|
|
2014
Q2 | $1.4M | Buy |
14,739
+105
| +0.7% | +$9.96K | 0.69% | 39 |
|
|
2014
Q1 | $1.32M | Buy |
14,634
+81
| +0.6% | +$7.29K | 0.72% | 36 |
|
|
2013
Q4 | $1.32M | Buy |
14,553
+436
| +3% | +$39.5K | 0.76% | 33 |
|
|
2013
Q3 | $1.07M | Sell |
14,117
-59
| -0.4% | -$4.46K | 0.76% | 36 |
|
|
2013
Q2 | $1.06M | Buy |
+14,176
| New | +$1.06M | 0.87% | 31 |
|