Endurance Wealth Management’s American Express AXP Stock Holding History

Endurance Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$120K	Hold	688	–	–	0.02%	253
2023 Q1	$113K	Hold	688	–	–	0.02%	260
2022 Q4	$102K	Sell	688 -50	-7%	-$7.41K	0.02%	252
2022 Q3	$100K	Sell	738 -25	-3%	-$3.39K	0.02%	245
2022 Q2	$106K	Hold	763	–	–	0.02%	250
2022 Q1	$143K	Buy	763 +38	+5%	+$7.12K	0.02%	235
2021 Q4	$119K	Sell	725 -50	-6%	-$8.21K	0.01%	264
2021 Q3	$130K	Hold	775	–	–	0.01%	252
2021 Q2	$128K	Hold	775	–	–	0.01%	261
2021 Q1	$110K	Hold	775	–	–	0.01%	271
2020 Q4	$94K	Hold	775	–	–	0.01%	261
2020 Q3	$78K	Hold	775	–	–	0.01%	258
2020 Q2	$74K	Hold	775	–	–	0.01%	264
2020 Q1	$66K	Hold	775	–	–	0.01%	255
2019 Q4	$96K	Hold	775	–	–	0.01%	227
2019 Q3	$92K	Hold	775	–	–	0.02%	227
2019 Q2	$96K	Hold	775	–	–	0.02%	225
2019 Q1	$85K	Sell	775 -75	-9%	-$8.23K	0.01%	230
2018 Q4	$81K	Hold	850	–	–	0.02%	220
2018 Q3	$91K	Hold	850	–	–	0.01%	223
2018 Q2	$83K	Hold	850	–	–	0.01%	227
2018 Q1	$79K	Sell	850 -300	-26%	-$27.9K	0.01%	240
2017 Q4	$114K	Hold	1,150	–	–	0.02%	210
2017 Q3	$104K	Hold	1,150	–	–	0.02%	214
2017 Q2	$97K	Buy	1,150 +75	+7%	+$6.33K	0.02%	226
2017 Q1	$85K	Hold	1,075	–	–	0.01%	229
2016 Q4	$80K	Hold	1,075	–	–	0.01%	235
2016 Q3	$67K	Sell	1,075 -850	-44%	-$53K	0.01%	248
2016 Q2	$117K	Sell	1,925 -50	-3%	-$3.04K	0.02%	201
2016 Q1	$121	Sell	1,975 -200	-9%	-$12	0.02%	198
2015 Q4	$151K	Hold	2,175	–	–	0.03%	185
2015 Q3	$168K	Sell	2,175 -25	-1%	-$1.93K	0.03%	182
2015 Q2	$171K	Buy	+2,200	New	+$171K	0.03%	174
2015 Q1	–	Sell	-2,350	Closed	-$218K	–	191
2014 Q4	$218K	Sell	2,350 -30	-1%	-$2.78K	0.04%	160
2014 Q3	$208K	Sell	2,380 -3,089	-56%	-$270K	0.04%	160
2014 Q2	$518K	Sell	5,469 -20	-0.4%	-$1.89K	0.09%	131
2014 Q1	$494K	Hold	5,489	–	–	0.1%	121
2013 Q4	$498K	Sell	5,489 -600	-10%	-$54.4K	0.1%	115
2013 Q3	$459K	Buy	6,089 +600	+11%	+$45.2K	0.1%	115
2013 Q2	$410K	Buy	+5,489	New	+$410K	0.09%	120