Altium Wealth Management’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 | $2.56M | Buy |
18,467
+1,626
| +10% | +$225K | 0.18% | 69 |
|
|
2022
Q1 | $3.15M | Sell |
16,841
-1,226
| -7% | -$229K | 0.2% | 60 |
|
|
2021
Q4 | $2.96M | Buy |
18,067
+51
| +0.3% | +$8.34K | 0.19% | 63 |
|
|
2021
Q3 | $3.02M | Sell |
18,016
-84
| -0.5% | -$14.1K | 0.22% | 55 |
|
|
2021
Q2 | $2.99M | Sell |
18,100
-365
| -2% | -$60.3K | 0.22% | 51 |
|
|
2021
Q1 | $2.61M | Buy |
18,465
+2,684
| +17% | +$380K | 0.21% | 56 |
|
|
2020
Q4 | $1.91M | Buy |
15,781
+361
| +2% | +$43.6K | 0.17% | 68 |
|
|
2020
Q3 | $1.55M | Sell |
15,420
-19
| -0.1% | -$1.91K | 0.16% | 75 |
|
|
2020
Q2 | $1.47M | Sell |
15,439
-2,005
| -11% | -$191K | 0.17% | 70 |
|
|
2020
Q1 | $1.49M | Buy |
17,444
+1,156
| +7% | +$98.9K | 0.2% | 62 |
|
|
2019
Q4 | $2.03M | Buy |
16,288
+538
| +3% | +$67K | 0.24% | 57 |
|
|
2019
Q3 | $1.86M | Buy |
15,750
+995
| +7% | +$118K | 0.25% | 54 |
|
|
2019
Q2 | $1.82M | Buy |
14,755
+1,319
| +10% | +$163K | 0.26% | 52 |
|
|
2019
Q1 | $1.47M | Buy |
13,436
+393
| +3% | +$43K | 0.23% | 58 |
|
|
2018
Q4 | $1.24M | Buy |
13,043
+1,595
| +14% | +$152K | 0.24% | 59 |
|
|
2018
Q3 | $1.22M | Buy |
11,448
+2,573
| +29% | +$274K | 0.23% | 68 |
|
|
2018
Q2 | $870K | Buy |
8,875
+1,009
| +13% | +$98.9K | 0.23% | 81 |
|
|
2018
Q1 | $733K | Buy |
7,866
+444
| +6% | +$41.4K | 0.29% | 56 |
|
|
2017
Q4 | $737K | Buy |
+7,422
| New | +$737K | 0.34% | 57 |
|