Frontier 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 | $1.76M | Sell |
12,690
-665
| -5% | -$92.2K | 0.13% | 135 |
|
|
2022
Q1 | $2.34M | Buy |
13,355
+68
| +0.5% | +$11.9K | 0.03% | 104 |
|
|
2021
Q4 | $2.17M | Buy |
13,287
+1,186
| +10% | +$194K | 0.14% | 118 |
|
|
2021
Q3 | $2.03M | Buy |
12,101
+683
| +6% | +$114K | 0.14% | 117 |
|
|
2021
Q2 | $1.89M | Buy |
11,418
+1
| +0% | +$165 | 0.13% | 122 |
|
|
2021
Q1 | $1.62M | Sell |
11,417
-62
| -0.5% | -$8.77K | 0.12% | 129 |
|
|
2020
Q4 | $1.39M | Sell |
11,479
-1,000
| -8% | -$121K | 0.11% | 136 |
|
|
2020
Q3 | $1.25M | Sell |
12,479
-68
| -0.5% | -$6.82K | 0.11% | 128 |
|
|
2020
Q2 | $1.19M | Buy |
12,547
+131
| +1% | +$12.5K | 0.11% | 126 |
|
|
2020
Q1 | $1.06M | Buy |
12,416
+551
| +5% | +$47.2K | 0.17% | 110 |
|
|
2019
Q4 | $1.48M | Sell |
11,865
-943
| -7% | -$117K | 0.24% | 99 |
|
|
2019
Q3 | $1.52M | Buy |
12,808
+1
| +0% | +$118 | 0.22% | 96 |
|
|
2019
Q2 | $1.58M | Sell |
12,807
-260
| -2% | -$32.1K | 0.23% | 90 |
|
|
2019
Q1 | $1.43M | Sell |
13,067
-197
| -1% | -$21.5K | 0.19% | 116 |
|
|
2018
Q4 | $1.26M | Buy |
13,264
+51
| +0.4% | +$4.86K | 0.19% | 120 |
|
|
2018
Q3 | $1.41M | Buy |
13,213
+480
| +4% | +$51.1K | 0.13% | 121 |
|
|
2018
Q2 | $1.25M | Hold |
12,733
| – | – | 0.18% | 124 |
|
|
2018
Q1 | $1.19M | Buy |
12,733
+6,310
| +98% | +$589K | 0.17% | 138 |
|
|
2017
Q4 | $638K | Sell |
6,423
-10,210
| -61% | -$1.01M | 0.1% | 176 |
|
|
2017
Q3 | $1.51M | Sell |
16,633
-12
| -0.1% | -$1.09K | 0.22% | 111 |
|
|
2017
Q2 | $1.4M | Hold |
16,645
| – | – | 0.21% | 115 |
|
|
2017
Q1 | $1.32M | Hold |
16,645
| – | – | 0.2% | 126 |
|
|
2016
Q4 | $1.23M | Buy |
16,645
+4,000
| +32% | +$296K | 0.2% | 127 |
|
|
2016
Q3 | $810K | Hold |
12,645
| – | – | 0.12% | 162 |
|
|
2016
Q2 | $768K | Sell |
12,645
-2,445
| -16% | -$148K | 0.12% | 159 |
|
|
2016
Q1 | $927K | Sell |
15,090
-828
| -5% | -$50.9K | 0.08% | 146 |
|
|
2015
Q4 | $1.11M | Sell |
15,918
-639
| -4% | -$44.4K | 0.18% | 120 |
|
|
2015
Q3 | $1.23M | Buy |
16,557
+2,630
| +19% | +$195K | 0.19% | 118 |
|
|
2015
Q2 | $1.08M | Buy |
13,927
+2,067
| +17% | +$161K | 0.17% | 123 |
|
|
2015
Q1 | $927K | Buy |
11,860
+7,860
| +197% | +$614K | 0.15% | 109 |
|
|
2014
Q4 | $372K | Buy |
+4,000
| New | +$372K | 0.07% | 167 |
|