Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $105K | Buy |
1,105
+138
| +14% | +$13.1K | 0.03% | 196 |
|
|
2020
Q1 | $82K | Sell |
967
-90
| -9% | -$7.63K | 0.03% | 205 |
|
|
2019
Q4 | $132K | Sell |
1,057
-81
| -7% | -$10.1K | 0.04% | 191 |
|
|
2019
Q3 | $134K | Hold |
1,138
| – | – | 0.04% | 172 |
|
|
2019
Q2 | $140K | Buy |
1,138
+9
| +0.8% | +$1.11K | 0.04% | 158 |
|
|
2019
Q1 | $123K | Hold |
1,129
| – | – | 0.04% | 160 |
|
|
2018
Q4 | $108K | Buy |
1,129
+22
| +2% | +$2.11K | 0.04% | 150 |
|
|
2018
Q3 | $118K | Buy |
1,107
+8
| +0.7% | +$853 | 0.04% | 180 |
|
|
2018
Q2 | $108K | Buy |
1,099
+21
| +2% | +$2.06K | 0.03% | 169 |
|
|
2018
Q1 | $100K | Buy |
1,078
+56
| +5% | +$5.2K | 0.03% | 171 |
|
|
2017
Q4 | $101K | Buy |
1,022
+3
| +0.3% | +$296 | 0.03% | 161 |
|
|
2017
Q3 | $92K | Sell |
1,019
-7
| -0.7% | -$632 | 0.03% | 171 |
|
|
2017
Q2 | $86K | Sell |
1,026
-53
| -5% | -$4.44K | 0.03% | 161 |
|
|
2017
Q1 | $85K | Buy |
1,079
+35
| +3% | +$2.76K | 0.06% | 64 |
|
|
2016
Q4 | $77K | Buy |
1,044
+9
| +0.9% | +$664 | 0.06% | 80 |
|
|
2016
Q3 | $66K | Sell |
1,035
-2
| -0.2% | -$128 | 0.05% | 84 |
|
|
2016
Q2 | $63K | Sell |
1,037
-23
| -2% | -$1.4K | 0.05% | 90 |
|
|
2016
Q1 | $65K | Sell |
1,060
-170
| -14% | -$10.4K | 0.05% | 91 |
|
|
2015
Q4 | $86K | Sell |
1,230
-598
| -33% | -$41.8K | 0.07% | 77 |
|
|
2015
Q3 | $136K | Buy |
1,828
+54
| +3% | +$4.02K | 0.11% | 39 |
|
|
2015
Q2 | $138K | Sell |
1,774
-21
| -1% | -$1.63K | 0.1% | 44 |
|
|
2015
Q1 | $140K | Sell |
1,795
-88
| -5% | -$6.86K | 0.1% | 45 |
|
|
2014
Q4 | $175K | Sell |
1,883
-3
| -0.2% | -$279 | 0.11% | 39 |
|
|
2014
Q3 | $165K | Sell |
1,886
-27
| -1% | -$2.36K | 0.11% | 42 |
|
|
2014
Q2 | $181K | Sell |
1,913
-320
| -14% | -$30.3K | 0.12% | 41 |
|
|
2014
Q1 | $201K | Sell |
2,233
-3,839
| -63% | -$346K | 0.1% | 43 |
|
|
2013
Q4 | $551K | Buy |
+6,072
| New | +$551K | 0.36% | 11 |
|