Kistler-Tiffany Companies’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $819K | Sell |
4,700
-12
| -0.3% | -$2.09K | 0.13% | 136 |
|
|
2023
Q1 | $777K | Buy |
4,712
+1,119
| +31% | +$185K | 0.15% | 114 |
|
|
2022
Q4 | $531K | Buy |
3,593
+1,643
| +84% | +$243K | 0.11% | 141 |
|
|
2022
Q3 | $263K | Buy |
1,950
+385
| +25% | +$51.9K | 0.06% | 174 |
|
|
2022
Q2 | $217K | Hold |
1,565
| – | – | 0.05% | 203 |
|
|
2022
Q1 | $293K | Hold |
1,565
| – | – | 0.06% | 177 |
|
|
2021
Q4 | $256K | Buy |
1,565
+65
| +4% | +$10.6K | 0.05% | 179 |
|
|
2021
Q3 | $251K | Sell |
1,500
-12
| -0.8% | -$2.01K | 0.06% | 167 |
|
|
2021
Q2 | $250K | Hold |
1,512
| – | – | 0.06% | 167 |
|
|
2021
Q1 | $214K | Hold |
1,512
| – | – | 0.06% | 167 |
|
|
2020
Q4 | $183K | Buy |
1,512
+100
| +7% | +$12.1K | 0.05% | 169 |
|
|
2020
Q3 | $142K | Hold |
1,412
| – | – | 0.05% | 175 |
|
|
2020
Q2 | $134K | Sell |
1,412
-77
| -5% | -$7.31K | 0.05% | 171 |
|
|
2020
Q1 | $185K | Hold |
1,489
| – | – | 0.07% | 141 |
|
|
2019
Q4 | $185K | Sell |
1,489
-510
| -26% | -$63.4K | 0.06% | 145 |
|
|
2019
Q3 | $236K | Hold |
1,999
| – | – | 0.09% | 128 |
|
|
2019
Q2 | $247K | Sell |
1,999
-43
| -2% | -$5.31K | 0.09% | 119 |
|
|
2019
Q1 | $223K | Hold |
2,042
| – | – | 0.09% | 121 |
|
|
2018
Q4 | $195K | Hold |
2,042
| – | – | 0.09% | 117 |
|
|
2018
Q3 | $217K | Hold |
2,042
| – | – | 0.09% | 123 |
|
|
2018
Q2 | $200K | Hold |
2,042
| – | – | 0.09% | 124 |
|
|
2018
Q1 | $190K | Buy |
2,042
+77
| +4% | +$7.17K | 0.08% | 133 |
|
|
2017
Q4 | $195K | Sell |
1,965
-38
| -2% | -$3.77K | 0.08% | 144 |
|
|
2017
Q3 | $181K | Hold |
2,003
| – | – | 0.08% | 140 |
|
|
2017
Q2 | $169K | Sell |
2,003
-51
| -2% | -$4.3K | 0.08% | 133 |
|
|
2017
Q1 | $162K | Sell |
2,054
-173
| -8% | -$13.6K | 0.08% | 135 |
|
|
2016
Q4 | $165K | Sell |
2,227
-398
| -15% | -$29.5K | 0.08% | 136 |
|
|
2016
Q3 | $168K | Hold |
2,625
| – | – | 0.08% | 140 |
|
|
2016
Q2 | $159K | Buy |
2,625
+315
| +14% | +$19.1K | 0.08% | 139 |
|
|
2016
Q1 | $142K | Sell |
2,310
-700
| -23% | -$43K | 0.08% | 148 |
|
|
2015
Q4 | $209K | Hold |
3,010
| – | – | 0.12% | 114 |
|
|
2015
Q3 | $223K | Hold |
3,010
| – | – | 0.13% | 111 |
|
|
2015
Q2 | $234K | Buy |
3,010
+173
| +6% | +$13.4K | 0.14% | 103 |
|
|
2015
Q1 | $222K | Buy |
2,837
+50
| +2% | +$3.91K | 0.14% | 98 |
|
|
2014
Q4 | $259K | Hold |
2,787
| – | – | 0.17% | 89 |
|
|
2014
Q3 | $244K | Buy |
2,787
+150
| +6% | +$13.1K | 0.16% | 96 |
|
|
2014
Q2 | $250K | Hold |
2,637
| – | – | 0.18% | 90 |
|
|
2014
Q1 | $237K | Sell |
2,637
-144
| -5% | -$12.9K | 0.18% | 88 |
|
|
2013
Q4 | $252K | Buy |
2,781
+1
| +0% | +$91 | 0.19% | 90 |
|
|
2013
Q3 | $210K | Buy |
2,780
+251
| +10% | +$19K | 0.17% | 93 |
|
|
2013
Q2 | $189K | Buy |
+2,529
| New | +$189K | 0.16% | 97 |
|