Northwest Investment Counselors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $65.4K | Buy |
+241
| New | +$65.4K | 0.01% | 219 |
|
|
2024
Q2 | – | Sell |
-226
| Closed | -$51.5K | – | 173 |
|
|
2024
Q1 | $51.5K | Buy |
+226
| New | +$51.5K | 0.01% | 230 |
|
|
2023
Q4 | – | Sell |
-396
| Closed | -$59.1K | – | 167 |
|
|
2023
Q3 | $59.1K | Buy |
396
+35
| +10% | +$5.22K | 0.02% | 213 |
|
|
2023
Q2 | $62.9K | Hold |
361
| – | – | 0.02% | 216 |
|
|
2023
Q1 | $59.5K | Hold |
361
| – | – | 0.02% | 229 |
|
|
2022
Q4 | $53.3K | Hold |
361
| – | – | 0.02% | 235 |
|
|
2022
Q3 | $49K | Hold |
361
| – | – | 0.02% | 214 |
|
|
2022
Q2 | $50K | Buy |
361
+20
| +6% | +$2.77K | 0.02% | 215 |
|
|
2022
Q1 | $64K | Hold |
341
| – | – | 0.02% | 203 |
|
|
2021
Q4 | $56K | Buy |
+341
| New | +$56K | 0.01% | 218 |
|
|
2021
Q2 | – | Sell |
-341
| Closed | -$48K | – | 169 |
|
|
2021
Q1 | $48K | Buy |
+341
| New | +$48K | 0.01% | 222 |
|
|
2020
Q4 | – | Sell |
-191
| Closed | -$19K | – | 165 |
|
|
2020
Q3 | $19K | Buy |
+191
| New | +$19K | 0.01% | 272 |
|
|
2019
Q4 | – | Sell |
-343
| Closed | -$41K | – | 171 |
|
|
2019
Q3 | $41K | Buy |
+343
| New | +$41K | 0.01% | 233 |
|
|
2017
Q4 | – | Sell |
-152
| Closed | -$14K | – | 153 |
|
|
2017
Q3 | $14K | Buy |
+152
| New | +$14K | 0.01% | 273 |
|