PCA
Personal Capital Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.76M | Sell |
11,906
-443
| -4% | -$65.5K | 0.01% | 216 |
|
|
2022
Q3 | $1.67M | Buy |
12,349
+463
| +4% | +$62.5K | 0.01% | 214 |
|
|
2022
Q2 | $1.65M | Buy |
11,886
+1,149
| +11% | +$159K | 0.01% | 214 |
|
|
2022
Q1 | $2.01M | Sell |
10,737
-443
| -4% | -$82.8K | 0.01% | 220 |
|
|
2021
Q4 | $1.79M | Buy |
11,180
+257
| +2% | +$41.2K | 0.01% | 233 |
|
|
2021
Q3 | $1.83M | Buy |
10,923
+97
| +0.9% | +$16.3K | 0.01% | 226 |
|
|
2021
Q2 | $1.79M | Buy |
10,826
+514
| +5% | +$84.9K | 0.01% | 228 |
|
|
2021
Q1 | $1.46M | Sell |
10,312
-2,168
| -17% | -$307K | 0.01% | 235 |
|
|
2020
Q4 | $1.51M | Buy |
12,480
+1,208
| +11% | +$146K | 0.01% | 233 |
|
|
2020
Q3 | $1.13M | Sell |
11,272
-672
| -6% | -$67.4K | 0.01% | 248 |
|
|
2020
Q2 | $1.14M | Buy |
11,944
+6,420
| +116% | +$611K | 0.01% | 225 |
|
|
2020
Q1 | $468K | Sell |
5,524
-462
| -8% | -$39.1K | ﹤0.01% | 255 |
|
|
2019
Q4 | $745K | Sell |
5,986
-515
| -8% | -$64.1K | 0.01% | 242 |
|
|
2019
Q3 | $768K | Buy |
6,501
+3,823
| +143% | +$452K | 0.01% | 232 |
|
|
2019
Q2 | $331K | Buy |
2,678
+29
| +1% | +$3.58K | ﹤0.01% | 262 |
|
|
2019
Q1 | $290K | Buy |
+2,649
| New | +$290K | ﹤0.01% | 276 |
|
|
2015
Q3 | – | Sell |
-133,497
| Closed | -$10.5M | – | 151 |
|
|
2015
Q2 | $10.5M | Buy |
133,497
+21,149
| +19% | +$1.66M | 0.73% | 48 |
|
|
2015
Q1 | $8.78M | Buy |
112,348
+104,259
| +1,289% | +$8.15M | 0.71% | 56 |
|
|
2014
Q4 | $753K | Buy |
8,089
+3,337
| +70% | +$311K | 0.08% | 105 |
|
|
2014
Q3 | $416K | Buy |
+4,752
| New | +$416K | 0.05% | 106 |
|