Advocacy Wealth Management Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-133
| Closed | -$19K | – | 46 |
|
|
2022
Q3 | $19K | Hold |
133
| – | – | ﹤0.01% | 85 |
|
|
2022
Q2 | $18K | Sell |
133
-31
| -19% | -$4.2K | ﹤0.01% | 89 |
|
|
2022
Q1 | $31K | Buy |
164
+50
| +44% | +$9.45K | 0.01% | 69 |
|
|
2021
Q4 | $19K | Hold |
114
| – | – | ﹤0.01% | 94 |
|
|
2021
Q3 | $19K | Sell |
114
-10
| -8% | -$1.67K | ﹤0.01% | 93 |
|
|
2021
Q2 | $20K | Sell |
124
-51
| -29% | -$8.23K | ﹤0.01% | 106 |
|
|
2021
Q1 | $25K | Hold |
175
| – | – | 0.01% | 80 |
|
|
2020
Q4 | $21K | Sell |
175
-50
| -22% | -$6K | ﹤0.01% | 86 |
|
|
2020
Q3 | $23K | Sell |
225
-28
| -11% | -$2.86K | ﹤0.01% | 75 |
|
|
2020
Q2 | $24K | Sell |
253
-71
| -22% | -$6.74K | ﹤0.01% | 76 |
|
|
2020
Q1 | $25K | Buy |
324
+86
| +36% | +$6.64K | 0.01% | 62 |
|
|
2019
Q4 | $30K | Sell |
238
-6
| -2% | -$756 | 0.01% | 72 |
|
|
2019
Q3 | $29K | Hold |
244
| – | – | 0.02% | 70 |
|
|
2019
Q2 | $30K | Hold |
244
| – | – | 0.02% | 62 |
|
|
2019
Q1 | $27K | Sell |
244
-5
| -2% | -$553 | 0.03% | 62 |
|
|
2018
Q4 | $24K | Hold |
249
| – | – | 0.02% | 73 |
|
|
2018
Q3 | $27K | Hold |
249
| – | – | 0.02% | 70 |
|
|
2018
Q2 | $24K | Hold |
249
| – | – | 0.02% | 74 |
|
|
2018
Q1 | $23K | Hold |
249
| – | – | 0.02% | 76 |
|
|
2017
Q4 | $25K | Hold |
249
| – | – | 0.02% | 89 |
|
|
2017
Q3 | $23K | Hold |
249
| – | – | 0.01% | 122 |
|
|
2017
Q2 | $21K | Hold |
249
| – | – | 0.01% | 128 |
|
|
2017
Q1 | $20K | Hold |
249
| – | – | 0.01% | 153 |
|
|
2016
Q4 | $18K | Buy |
249
+30
| +14% | +$2.17K | 0.01% | 149 |
|
|
2016
Q3 | $14K | Hold |
219
| – | – | 0.01% | 244 |
|
|
2016
Q2 | $13K | Sell |
219
-28
| -11% | -$1.66K | 0.01% | 278 |
|
|
2016
Q1 | $15K | Buy |
+247
| New | +$15K | 0.01% | 318 |
|
|
2013
Q3 | $32K | Buy |
402
+297
| +283% | +$23.6K | 0.09% | 137 |
|
|
2013
Q2 | $8K | Buy |
+105
| New | +$8K | 0.03% | 184 |
|