Cetera Advisor Networks’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $12.5M | Buy |
55,054
+2,814
| +5% | +$641K | 0.06% | 324 |
|
|
2023
Q4 | $9.79M | Sell |
52,240
-1,436
| -3% | -$269K | 0.05% | 354 |
|
|
2023
Q3 | $8.01M | Sell |
53,676
-1,588
| -3% | -$237K | 0.05% | 367 |
|
|
2023
Q2 | $9.63M | Buy |
55,264
+3,488
| +7% | +$608K | 0.07% | 299 |
|
|
2023
Q1 | $8.54M | Sell |
51,776
-2,397
| -4% | -$395K | 0.06% | 319 |
|
|
2022
Q4 | $8M | Buy |
54,173
+16,169
| +43% | +$2.39M | 0.06% | 317 |
|
|
2022
Q3 | $5.13M | Buy |
38,004
+2,961
| +8% | +$399K | 0.06% | 318 |
|
|
2022
Q2 | $4.86M | Sell |
35,043
-1,287
| -4% | -$178K | 0.06% | 321 |
|
|
2022
Q1 | $6.79M | Buy |
36,330
+6,784
| +23% | +$1.27M | 0.08% | 250 |
|
|
2021
Q4 | $4.83M | Buy |
29,546
+55
| +0.2% | +$9K | 0.06% | 311 |
|
|
2021
Q3 | $4.94M | Buy |
29,491
+2,880
| +11% | +$483K | 0.07% | 293 |
|
|
2021
Q2 | $4.4M | Buy |
26,611
+6,562
| +33% | +$1.08M | 0.06% | 305 |
|
|
2021
Q1 | $2.84M | Sell |
20,049
-1,580
| -7% | -$223K | 0.06% | 290 |
|
|
2020
Q4 | $2.62M | Sell |
21,629
-154
| -0.7% | -$18.6K | 0.06% | 287 |
|
|
2020
Q3 | $2.18M | Sell |
21,783
-423
| -2% | -$42.4K | 0.06% | 293 |
|
|
2020
Q2 | $2.11M | Buy |
22,206
+1,427
| +7% | +$136K | 0.06% | 290 |
|
|
2020
Q1 | $1.78M | Sell |
20,779
-3,867
| -16% | -$331K | 0.06% | 275 |
|
|
2019
Q4 | $3.05M | Buy |
24,646
+6,273
| +34% | +$776K | 0.08% | 226 |
|
|
2019
Q3 | $2.17M | Buy |
18,373
+161
| +0.9% | +$19K | 0.07% | 260 |
|
|
2019
Q2 | $2.24M | Buy |
18,212
+838
| +5% | +$103K | 0.07% | 253 |
|
|
2019
Q1 | $1.9M | Sell |
17,374
-1,701
| -9% | -$186K | 0.06% | 266 |
|
|
2018
Q4 | $1.82M | Buy |
19,075
+83
| +0.4% | +$7.93K | 0.07% | 248 |
|
|
2018
Q3 | $2.01M | Buy |
18,992
+4,797
| +34% | +$508K | 0.07% | 236 |
|
|
2018
Q2 | $1.39M | Buy |
14,195
+137
| +1% | +$13.4K | 0.07% | 237 |
|
|
2018
Q1 | $1.32M | Buy |
14,058
+3,298
| +31% | +$309K | 0.06% | 272 |
|
|
2017
Q4 | $1.07M | Buy |
10,760
+191
| +2% | +$18.9K | 0.04% | 347 |
|
|
2017
Q3 | $953K | Sell |
10,569
-1,916
| -15% | -$173K | 0.04% | 345 |
|
|
2017
Q2 | $1.05M | Sell |
12,485
-225
| -2% | -$18.9K | 0.05% | 312 |
|
|
2017
Q1 | $1.01M | Sell |
12,710
-58
| -0.5% | -$4.6K | 0.05% | 330 |
|
|
2016
Q4 | $946K | Sell |
12,768
-3,721
| -23% | -$276K | 0.05% | 323 |
|
|
2016
Q3 | $1.06M | Buy |
16,489
+1,666
| +11% | +$107K | 0.04% | 363 |
|
|
2016
Q2 | $901K | Sell |
14,823
-2,261
| -13% | -$137K | 0.05% | 313 |
|
|
2016
Q1 | $1.05M | Buy |
17,084
+794
| +5% | +$48.8K | 0.07% | 265 |
|
|
2015
Q4 | $1.13M | Sell |
16,290
-1,710
| -10% | -$119K | 0.07% | 251 |
|
|
2015
Q3 | $1.33M | Buy |
18,000
+916
| +5% | +$67.7K | 0.09% | 224 |
|
|
2015
Q2 | $1.34M | Hold |
17,084
| – | – | 0.09% | 235 |
|
|
2015
Q1 | $1.34M | Buy |
17,084
+1,242
| +8% | +$97.1K | 0.09% | 235 |
|
|
2014
Q4 | $1.47M | Sell |
15,842
-1,102
| -7% | -$102K | 0.1% | 200 |
|
|
2014
Q3 | $1.49M | Sell |
16,944
-4,652
| -22% | -$408K | 0.1% | 202 |
|
|
2014
Q2 | $2.05M | Buy |
21,596
+675
| +3% | +$64K | 0.13% | 166 |
|
|
2014
Q1 | $1.88M | Buy |
20,921
+87
| +0.4% | +$7.83K | 0.14% | 165 |
|
|
2013
Q4 | $1.89M | Buy |
20,834
+2,217
| +12% | +$201K | 0.14% | 153 |
|
|
2013
Q3 | $1.41M | Sell |
18,617
-758
| -4% | -$57.2K | 0.12% | 171 |
|
|
2013
Q2 | $1.45M | Buy |
+19,375
| New | +$1.45M | 0.14% | 148 |
|