Next Financial Group’s American Express AXP Stock Holding History

Next Financial Group’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$676K	Sell	4,127 -659	-14%	-$108K	0.04%	425
2021 Q3	$801K	Sell	4,786 -7,897	-62%	-$1.32M	0.06%	324
2021 Q2	$2.1M	Buy	12,683 +1	+0%	+$165	0.17%	140
2021 Q1	$1.8M	Buy	12,682 +1,241	+11%	+$176K	0.16%	141
2020 Q4	$1.38M	Buy	11,441 +8,132	+246%	+$984K	0.13%	162
2020 Q3	$331K	Sell	3,309 -44	-1%	-$4.4K	0.04%	470
2020 Q2	$319K	Sell	3,353 -2,039	-38%	-$194K	0.04%	401
2020 Q1	$462K	Buy	5,392 +1,113	+26%	+$95.4K	0.06%	295
2019 Q4	$533K	Sell	4,279 -58	-1%	-$7.23K	0.06%	356
2019 Q3	$513K	Buy	4,337 +1,287	+42%	+$152K	0.06%	350
2019 Q2	$376K	Buy	3,050 +1,362	+81%	+$168K	0.04%	430
2019 Q1	$184K	Sell	1,688 -3,975	-70%	-$433K	0.05%	382
2018 Q4	$540K	Sell	5,663 -10,037	-64%	-$957K	0.11%	207
2018 Q3	$1.67M	Buy	15,700 +124	+0.8%	+$13.2K	0.78%	25
2018 Q2	$1.53M	Sell	15,576 -1,313	-8%	-$129K	0.59%	38
2018 Q1	$1.58M	Buy	16,889 +608	+4%	+$56.7K	0.33%	82
2017 Q4	$1.62M	Sell	16,281 -9,031	-36%	-$897K	0.69%	35
2017 Q3	$2.35M	Sell	25,312 -458	-2%	-$42.5K	0.65%	26
2017 Q2	$2.17M	Buy	25,770 +176	+0.7%	+$14.8K	0.53%	34
2017 Q1	$2.03M	Buy	25,594 +609	+2%	+$48.3K	0.56%	36
2016 Q4	$1.85M	Buy	24,985 +1,628	+7%	+$121K	0.33%	62
2016 Q3	$1.5M	Buy	23,357 +11,584	+98%	+$742K	0.27%	86
2016 Q2	$715K	Sell	11,773 -165	-1%	-$10K	0.23%	106
2016 Q1	$732K	Buy	11,938 +430	+4%	+$26.4K	0.26%	87
2015 Q4	$800K	Sell	11,508 -1,889	-14%	-$131K	0.3%	80
2015 Q3	$993K	Buy	13,397 +1,759	+15%	+$130K	0.36%	69
2015 Q2	$904K	Sell	11,638 -551	-5%	-$42.8K	0.31%	83
2015 Q1	$952K	Buy	12,189 +992	+9%	+$77.5K	0.31%	83
2014 Q4	$1.04M	Sell	11,197 -2,046	-15%	-$190K	0.35%	74
2014 Q3	$1.16M	Sell	13,243 -209	-2%	-$18.3K	0.23%	101
2014 Q2	$1.18M	Buy	+13,452	New	+$1.18M	0.61%	36