Ameritas Investment Company’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $824K | Buy |
4,918
+1,654
| +51% | +$277K | 0.04% | 305 |
|
|
2021
Q2 | $823K | Sell |
3,264
-1,291
| -28% | -$326K | 0.04% | 317 |
|
|
2021
Q1 | $644K | Buy |
4,555
+1,543
| +51% | +$218K | 0.06% | 297 |
|
|
2020
Q4 | $364K | Buy |
3,012
+166
| +6% | +$20.1K | 0.07% | 274 |
|
|
2020
Q3 | $271K | Hold |
2,846
| – | – | 0.08% | 253 |
|
|
2020
Q2 | $271K | Buy |
2,846
+189
| +7% | +$18K | 0.08% | 259 |
|
|
2020
Q1 | $215K | Buy |
2,657
+776
| +41% | +$62.8K | 0.03% | 333 |
|
|
2019
Q4 | $234K | Sell |
1,881
-39
| -2% | -$4.85K | 0.05% | 305 |
|
|
2019
Q3 | $227K | Buy |
+1,920
| New | +$227K | 0.05% | 300 |
|
|
2019
Q2 | – | Sell |
-888
| Closed | -$97K | – | 277 |
|
|
2019
Q1 | $97K | Sell |
888
-3,761
| -81% | -$411K | 0.02% | 365 |
|
|
2018
Q4 | $443K | Buy |
+4,649
| New | +$443K | 0.1% | 178 |
|