Point View Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $692K | Sell |
5,725
-332
| -5% | -$40.1K | 0.28% | 118 |
|
|
2020
Q3 | $607K | Sell |
6,057
-90
| -1% | -$9.02K | 0.29% | 115 |
|
|
2020
Q2 | $585K | Buy |
6,147
+378
| +7% | +$36K | 0.28% | 114 |
|
|
2020
Q1 | $494K | Buy |
5,769
+2,004
| +53% | +$172K | 0.27% | 121 |
|
|
2019
Q4 | $469K | Buy |
3,765
+36
| +1% | +$4.48K | 0.19% | 159 |
|
|
2019
Q3 | $441K | Sell |
3,729
-2,207
| -37% | -$261K | 0.2% | 156 |
|
|
2019
Q2 | $733K | Sell |
5,936
-126
| -2% | -$15.6K | 0.31% | 110 |
|
|
2019
Q1 | $663K | Sell |
6,062
-1
| -0% | -$109 | 0.29% | 119 |
|
|
2018
Q4 | $578K | Sell |
6,063
-16
| -0.3% | -$1.53K | 0.29% | 116 |
|
|
2018
Q3 | $647K | Sell |
6,079
-16
| -0.3% | -$1.7K | 0.29% | 123 |
|
|
2018
Q2 | $597K | Hold |
6,095
| – | – | 0.28% | 126 |
|
|
2018
Q1 | $569K | Buy |
6,095
+53
| +0.9% | +$4.95K | 0.27% | 126 |
|
|
2017
Q4 | $600K | Sell |
6,042
-333
| -5% | -$33.1K | 0.28% | 129 |
|
|
2017
Q3 | $577K | Sell |
6,375
-921
| -13% | -$83.4K | 0.28% | 130 |
|
|
2017
Q2 | $615K | Sell |
7,296
-44
| -0.6% | -$3.71K | 0.3% | 121 |
|
|
2017
Q1 | $581K | Buy |
7,340
+512
| +7% | +$40.5K | 0.3% | 119 |
|
|
2016
Q4 | $506K | Sell |
6,828
-963
| -12% | -$71.4K | 0.29% | 121 |
|
|
2016
Q3 | $499K | Sell |
7,791
-794
| -9% | -$50.9K | 0.3% | 120 |
|
|
2016
Q2 | $522K | Buy |
8,585
+2,303
| +37% | +$140K | 0.32% | 114 |
|
|
2016
Q1 | $386K | Buy |
+6,282
| New | +$386K | 0.25% | 132 |
|