BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $115K | Sell |
662
-81
| -11% | -$14.1K | 0.01% | 277 |
|
|
2023
Q1 | $123K | Buy |
743
+23
| +3% | +$3.8K | 0.01% | 289 |
|
|
2022
Q4 | $106K | Sell |
720
-5
| -0.7% | -$739 | 0.01% | 302 |
|
|
2022
Q3 | $98K | Buy |
725
+8
| +1% | +$1.08K | 0.01% | 293 |
|
|
2022
Q2 | $99K | Sell |
717
-3
| -0.4% | -$414 | 0.01% | 301 |
|
|
2022
Q1 | $135K | Hold |
720
| – | – | 0.01% | 279 |
|
|
2021
Q4 | $118K | Sell |
720
-96
| -12% | -$15.7K | 0.01% | 313 |
|
|
2021
Q3 | $137K | Buy |
816
+95
| +13% | +$16K | 0.02% | 284 |
|
|
2021
Q2 | $119K | Hold |
721
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $102K | Sell |
721
-100
| -12% | -$14.1K | 0.01% | 295 |
|
|
2020
Q4 | $99K | Buy |
821
+1
| +0.1% | +$121 | 0.01% | 279 |
|
|
2020
Q3 | $82K | Hold |
820
| – | – | 0.01% | 286 |
|
|
2020
Q2 | $78K | Buy |
820
+37
| +5% | +$3.52K | 0.01% | 298 |
|
|
2020
Q1 | $67K | Hold |
783
| – | – | 0.01% | 290 |
|
|
2019
Q4 | $97K | Buy |
783
+83
| +12% | +$10.3K | 0.02% | 277 |
|
|
2019
Q3 | $83K | Hold |
700
| – | – | 0.02% | 273 |
|
|
2019
Q2 | $86K | Hold |
700
| – | – | 0.02% | 278 |
|
|
2019
Q1 | $77K | Hold |
700
| – | – | 0.02% | 303 |
|
|
2018
Q4 | $67K | Hold |
700
| – | – | 0.02% | 271 |
|
|
2018
Q3 | $75K | Hold |
700
| – | – | 0.02% | 279 |
|
|
2018
Q2 | $69K | Buy |
+700
| New | +$69K | 0.02% | 281 |
|