Laurel Wealth Advisors (California)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $642K | Buy |
4,344
+264
| +6% | +$39K | 0.06% | 309 |
|
|
2022
Q3 | $551K | Buy |
4,080
+14
| +0.3% | +$1.89K | 0.06% | 322 |
|
|
2022
Q2 | $563K | Sell |
4,066
-322
| -7% | -$44.6K | 0.06% | 331 |
|
|
2022
Q1 | $821K | Buy |
4,388
+126
| +3% | +$23.6K | 0.07% | 286 |
|
|
2021
Q4 | $697K | Buy |
4,262
+999
| +31% | +$163K | 0.05% | 347 |
|
|
2021
Q3 | $547K | Sell |
3,263
-290
| -8% | -$48.6K | 0.1% | 220 |
|
|
2021
Q2 | $587K | Buy |
3,553
+1
| +0% | +$165 | 0.08% | 247 |
|
|
2021
Q1 | $502K | Sell |
3,552
-99
| -3% | -$14K | 0.08% | 254 |
|
|
2020
Q4 | $442K | Sell |
3,651
-244
| -6% | -$29.5K | 0.06% | 270 |
|
|
2020
Q3 | $390K | Sell |
3,895
-7
| -0.2% | -$701 | 0.06% | 260 |
|
|
2020
Q2 | $371K | Buy |
3,902
+96
| +3% | +$9.13K | 0.07% | 261 |
|
|
2020
Q1 | $326K | Sell |
3,806
-215
| -5% | -$18.4K | 0.07% | 257 |
|
|
2019
Q4 | $501K | Sell |
4,021
-461
| -10% | -$57.4K | 0.08% | 241 |
|
|
2019
Q3 | $530K | Buy |
4,482
+284
| +7% | +$33.6K | 0.09% | 232 |
|
|
2019
Q2 | $518K | Buy |
4,198
+6
| +0.1% | +$740 | 0.11% | 192 |
|
|
2019
Q1 | $458K | Buy |
4,192
+84
| +2% | +$9.18K | 0.11% | 201 |
|
|
2018
Q4 | $391K | Buy |
4,108
+161
| +4% | +$15.3K | 0.12% | 196 |
|
|
2018
Q3 | $420K | Sell |
3,947
-588
| -13% | -$62.6K | 0.1% | 212 |
|
|
2018
Q2 | $444K | Sell |
4,535
-98
| -2% | -$9.6K | 0.12% | 195 |
|
|
2018
Q1 | $432K | Sell |
4,633
-285
| -6% | -$26.6K | 0.13% | 184 |
|
|
2017
Q4 | $488K | Buy |
4,918
+546
| +12% | +$54.2K | 0.14% | 172 |
|
|
2017
Q3 | $395K | Sell |
4,372
-236
| -5% | -$21.3K | 0.13% | 177 |
|
|
2017
Q2 | $388K | Sell |
4,608
-44
| -0.9% | -$3.71K | 0.14% | 173 |
|
|
2017
Q1 | $368K | Buy |
4,652
+459
| +11% | +$36.3K | 0.14% | 169 |
|
|
2016
Q4 | $311K | Sell |
4,193
-784
| -16% | -$58.2K | 0.14% | 173 |
|
|
2016
Q3 | $319K | Buy |
4,977
+119
| +2% | +$7.63K | 0.15% | 162 |
|
|
2016
Q2 | $295K | Buy |
4,858
+750
| +18% | +$45.5K | 0.14% | 170 |
|
|
2016
Q1 | $252K | Sell |
4,108
-1,210
| -23% | -$74.2K | 0.13% | 199 |
|
|
2015
Q4 | $370K | Buy |
+5,318
| New | +$370K | 0.19% | 143 |
|