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 |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $2.01M | Sell |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.83M | Buy |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $468K | Sell |
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|
2019
Q4 | $745K | Sell |
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|
2019
Q3 | $768K | Buy |
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|
2019
Q2 | $331K | Buy |
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|
2019
Q1 | $290K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $10.5M | Buy |
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|
2015
Q1 | $8.78M | Buy |
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|
2014
Q4 | $753K | Buy |
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|
2014
Q3 | $416K | Buy |
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