Brewin Dolphin 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 | $2.4M | Hold |
17,290
| – | – | 0.26% | 49 |
|
|
2022
Q1 | $3.23M | Hold |
17,290
| – | – | 0.36% | 46 |
|
|
2021
Q4 | $2.83M | Hold |
17,290
| – | – | 0.3% | 47 |
|
|
2021
Q3 | $2.9M | Hold |
17,290
| – | – | 0.33% | 47 |
|
|
2021
Q2 | $2.86M | Sell |
17,290
-500
| -3% | -$82.6K | 0.35% | 48 |
|
|
2021
Q1 | $2.52M | Buy |
17,790
+115
| +0.7% | +$16.3K | 0.38% | 42 |
|
|
2020
Q4 | $2.14M | Hold |
17,675
| – | – | 0.36% | 43 |
|
|
2020
Q3 | $1.77M | Hold |
17,675
| – | – | 0.33% | 45 |
|
|
2020
Q2 | $1.68M | Sell |
17,675
-700
| -4% | -$66.6K | 0.36% | 43 |
|
|
2020
Q1 | $1.57M | Buy |
18,375
+490
| +3% | +$41.9K | 0.85% | 26 |
|
|
2019
Q4 | $2.23M | Sell |
17,885
-200
| -1% | -$24.9K | 1.03% | 25 |
|
|
2019
Q3 | $2.14M | Buy |
18,085
+230
| +1% | +$27.2K | 1.09% | 24 |
|
|
2019
Q2 | $2.2M | Buy |
17,855
+645
| +4% | +$79.6K | 1.15% | 25 |
|
|
2019
Q1 | $1.88M | Sell |
17,210
-650
| -4% | -$71K | 1.02% | 26 |
|
|
2018
Q4 | $1.7M | Hold |
17,860
| – | – | 1.03% | 26 |
|
|
2018
Q3 | $1.9M | Hold |
17,860
| – | – | 1.02% | 27 |
|
|
2018
Q2 | $1.75M | Hold |
17,860
| – | – | 1.04% | 28 |
|
|
2018
Q1 | $1.67M | Hold |
17,860
| – | – | 1.03% | 28 |
|
|
2017
Q4 | $1.77M | Hold |
17,860
| – | – | 1.13% | 27 |
|
|
2017
Q3 | $1.62M | Buy |
+17,860
| New | +$1.62M | 1.12% | 27 |
|