American Portfolios Advisors’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 | $1.61M | Sell |
11,921
-1,446
| -11% | -$195K | 0.07% | 291 |
|
|
2022
Q2 | $1.85M | Sell |
13,367
-1,127
| -8% | -$156K | 0.08% | 260 |
|
|
2022
Q1 | $2.71M | Buy |
14,494
+911
| +7% | +$170K | 0.09% | 229 |
|
|
2021
Q4 | $2.22M | Buy |
13,583
+705
| +5% | +$115K | 0.08% | 261 |
|
|
2021
Q3 | $2.16M | Sell |
12,878
-4,434
| -26% | -$743K | 0.08% | 257 |
|
|
2021
Q2 | $2.86M | Buy |
17,312
+5,863
| +51% | +$969K | 0.11% | 188 |
|
|
2021
Q1 | $1.62M | Buy |
11,449
+1,199
| +12% | +$170K | 0.07% | 277 |
|
|
2020
Q4 | $1.24M | Sell |
10,250
-254
| -2% | -$30.7K | 0.06% | 289 |
|
|
2020
Q3 | $1.05M | Buy |
10,504
+245
| +2% | +$24.6K | 0.06% | 285 |
|
|
2020
Q2 | $977K | Sell |
10,259
-654
| -6% | -$62.3K | 0.06% | 282 |
|
|
2020
Q1 | $934K | Sell |
10,913
-4,484
| -29% | -$384K | 0.08% | 238 |
|
|
2019
Q4 | $1.92M | Buy |
15,397
+1,132
| +8% | +$141K | 0.14% | 151 |
|
|
2019
Q3 | $1.69M | Buy |
14,265
+1,681
| +13% | +$199K | 0.14% | 154 |
|
|
2019
Q2 | $1.55M | Buy |
12,584
+613
| +5% | +$75.7K | 0.13% | 165 |
|
|
2019
Q1 | $1.31M | Buy |
11,971
+462
| +4% | +$50.5K | 0.12% | 174 |
|
|
2018
Q4 | $1.1M | Buy |
11,509
+772
| +7% | +$73.6K | 0.14% | 155 |
|
|
2018
Q3 | $1.14M | Buy |
10,737
+1,345
| +14% | +$143K | 0.13% | 159 |
|
|
2018
Q2 | $920K | Buy |
9,392
+1,216
| +15% | +$119K | 0.13% | 168 |
|
|
2018
Q1 | $763K | Buy |
8,176
+356
| +5% | +$33.2K | 0.11% | 182 |
|
|
2017
Q4 | $777K | Buy |
+7,820
| New | +$777K | 0.12% | 175 |
|