Doyle 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
Q3 | $822K | Buy |
6,096
+11
| +0.2% | +$1.48K | 0.07% | 107 |
|
|
2022
Q2 | $844K | Buy |
6,085
+1
| +0% | +$139 | 0.07% | 111 |
|
|
2022
Q1 | $1.14M | Buy |
6,084
+55
| +0.9% | +$10.3K | 0.08% | 109 |
|
|
2021
Q4 | $986K | Buy |
6,029
+4
| +0.1% | +$654 | 0.07% | 113 |
|
|
2021
Q3 | $1.01M | Buy |
6,025
+4
| +0.1% | +$670 | 0.08% | 108 |
|
|
2021
Q2 | $995K | Buy |
6,021
+257
| +4% | +$42.5K | 0.08% | 110 |
|
|
2021
Q1 | $815K | Sell |
5,764
-46
| -0.8% | -$6.5K | 0.08% | 115 |
|
|
2020
Q4 | $703K | Buy |
5,810
+23
| +0.4% | +$2.78K | 0.07% | 114 |
|
|
2020
Q3 | $580K | Buy |
5,787
+7
| +0.1% | +$702 | 0.07% | 117 |
|
|
2020
Q2 | $550K | Sell |
5,780
-705
| -11% | -$67.1K | 0.07% | 110 |
|
|
2020
Q1 | $555K | Sell |
6,485
-153
| -2% | -$13.1K | 0.09% | 97 |
|
|
2019
Q4 | $826K | Sell |
6,638
-74
| -1% | -$9.21K | 0.1% | 93 |
|
|
2019
Q3 | $794K | Buy |
6,712
+105
| +2% | +$12.4K | 0.11% | 92 |
|
|
2019
Q2 | $816K | Sell |
6,607
-19
| -0.3% | -$2.35K | 0.11% | 84 |
|
|
2019
Q1 | $785K | Buy |
6,626
+182
| +3% | +$21.6K | 0.11% | 87 |
|
|
2018
Q4 | $614K | Sell |
6,444
-176
| -3% | -$16.8K | 0.1% | 89 |
|
|
2018
Q3 | $705K | Buy |
6,620
+85
| +1% | +$9.05K | 0.11% | 88 |
|
|
2018
Q2 | $640K | Sell |
6,535
-442
| -6% | -$43.3K | 0.11% | 94 |
|
|
2018
Q1 | $651K | Buy |
6,977
+3,574
| +105% | +$333K | 0.11% | 85 |
|
|
2017
Q4 | $338K | Buy |
3,403
+129
| +4% | +$12.8K | 0.06% | 123 |
|
|
2017
Q3 | $296K | Buy |
+3,274
| New | +$296K | 0.05% | 120 |
|