Personal Capital Advisors’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.76M	Sell	11,906 -443	-4%	-$65.6K	0.01%	216
2022 Q3	$1.67M	Buy	12,349 +463	+4%	+$70.1K	0.01%	214
2022 Q2	$1.65M	Buy	11,886 +1,149	+11%	+$190K	0.01%	214
2022 Q1	$2.01M	Sell	10,737 -443	-4%	-$80K	0.01%	220
2021 Q4	$1.79M	Buy	11,180 +257	+2%	+$43.8K	0.01%	233
2021 Q3	$1.83M	Buy	10,923 +97	+0.9%	+$16.2K	0.01%	226
2021 Q2	$1.79M	Buy	10,826 +514	+5%	+$80.5K	0.01%	228
2021 Q1	$1.46M	Sell	10,312 -2,168	-17%	-$286K	0.01%	235
2020 Q4	$1.51M	Buy	12,480 +1,208	+11%	+$134K	0.01%	233
2020 Q3	$1.13M	Sell	11,272 -672	-6%	-$66.1K	0.01%	248
2020 Q2	$1.14M	Buy	11,944 +6,420	+116%	+$591K	0.01%	225
2020 Q1	$468K	Sell	5,524 -462	-8%	-$53.8K	﹤0.01%	255
2019 Q4	$745K	Sell	5,986 -515	-8%	-$61.5K	0.01%	242
2019 Q3	$768K	Buy	6,501 +3,823	+143%	+$469K	0.01%	232
2019 Q2	$331K	Buy	2,678 +29	+1%	+$3.41K	﹤0.01%	262
2019 Q1	$290K	Buy	+2,649	New	+$278K	﹤0.01%	276
2015 Q3	–	Sell	-133,497	Closed	-$10.5M	–	151
2015 Q2	$10.5M	Buy	133,497 +21,149	+19%	+$1.68M	0.73%	48
2015 Q1	$8.78M	Buy	112,348 +104,259	+1,289%	+$8.66M	0.71%	56
2014 Q4	$753K	Buy	8,089 +3,337	+70%	+$299K	0.08%	105
2014 Q3	$416K	Buy	+4,752	New	+$428K	0.05%	106