BDO Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $853K | Buy |
4,898
+2,993
| +157% | +$521K | 0.1% | 143 |
|
|
2023
Q1 | $314K | Sell |
1,905
-124
| -6% | -$20.5K | 0.04% | 205 |
|
|
2022
Q4 | $300K | Sell |
2,029
-58
| -3% | -$8.57K | 0.04% | 222 |
|
|
2022
Q3 | $282K | Buy |
2,087
+162
| +8% | +$21.9K | 0.04% | 216 |
|
|
2022
Q2 | $267K | Sell |
1,925
-47
| -2% | -$6.52K | 0.03% | 222 |
|
|
2022
Q1 | $369K | Sell |
1,972
-300
| -13% | -$56.1K | 0.04% | 206 |
|
|
2021
Q4 | $372K | Buy |
2,272
+278
| +14% | +$45.5K | 0.04% | 212 |
|
|
2021
Q3 | $334K | Hold |
1,994
| – | – | 0.04% | 221 |
|
|
2021
Q2 | $329K | Hold |
1,994
| – | – | 0.04% | 232 |
|
|
2021
Q1 | $282K | Buy |
1,994
+1,588
| +391% | +$225K | 0.03% | 241 |
|
|
2020
Q4 | $49K | Sell |
406
-1,959
| -83% | -$236K | 0.01% | 359 |
|
|
2020
Q3 | $237K | Sell |
2,365
-559
| -19% | -$56K | 0.04% | 201 |
|
|
2020
Q2 | $278K | Sell |
2,924
-210
| -7% | -$20K | 0.05% | 183 |
|
|
2020
Q1 | $268K | Buy |
3,134
+2,784
| +795% | +$238K | 0.05% | 176 |
|
|
2019
Q4 | $44K | Hold |
350
| – | – | 0.01% | 311 |
|
|
2019
Q3 | $41K | Hold |
350
| – | – | 0.01% | 333 |
|
|
2019
Q2 | $43K | Hold |
350
| – | – | 0.01% | 318 |
|
|
2019
Q1 | $38K | Buy |
350
+1
| +0.3% | +$109 | 0.01% | 309 |
|
|
2018
Q4 | $33K | Hold |
349
| – | – | 0.01% | 293 |
|
|
2018
Q3 | $37K | Hold |
349
| – | – | 0.01% | 320 |
|
|
2018
Q2 | $34K | Buy |
349
+137
| +65% | +$13.3K | 0.01% | 331 |
|
|
2018
Q1 | $20K | Buy |
212
+37
| +21% | +$3.49K | 0.01% | 325 |
|
|
2017
Q4 | $17K | Sell |
175
-350
| -67% | -$34K | 0.01% | 288 |
|
|
2017
Q3 | $47K | Buy |
525
+313
| +148% | +$28K | 0.02% | 204 |
|
|
2017
Q2 | $18K | Buy |
+212
| New | +$18K | 0.01% | 313 |
|