Regal Wealth Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-191
| Closed | -$27K | – | 70 |
|
2021
Q1 | $27K | Hold |
191
| – | – | 0.02% | 129 |
|
2020
Q4 | $23K | Hold |
191
| – | – | 0.01% | 130 |
|
2020
Q3 | $19K | Hold |
191
| – | – | 0.01% | 125 |
|
2020
Q2 | $18K | Hold |
191
| – | – | 0.01% | 123 |
|
2020
Q1 | $16K | Hold |
191
| – | – | 0.02% | 111 |
|
2019
Q4 | $24K | Hold |
191
| – | – | 0.02% | 115 |
|
2019
Q3 | $23K | Hold |
191
| – | – | 0.02% | 101 |
|
2019
Q2 | $24K | Hold |
191
| – | – | 0.02% | 100 |
|
2019
Q1 | $21K | Hold |
191
| – | – | 0.02% | 96 |
|
2018
Q4 | $18K | Hold |
191
| – | – | 0.02% | 98 |
|
2018
Q3 | $20K | Hold |
191
| – | – | 0.01% | 102 |
|
2018
Q2 | $19K | Hold |
191
| – | – | 0.02% | 107 |
|
2018
Q1 | $18K | Hold |
191
| – | – | 0.01% | 109 |
|
2017
Q4 | $19K | Hold |
191
| – | – | 0.01% | 103 |
|
2017
Q3 | $17K | Hold |
191
| – | – | 0.01% | 103 |
|
2017
Q2 | $16K | Hold |
191
| – | – | 0.01% | 104 |
|
2017
Q1 | $15K | Hold |
191
| – | – | 0.01% | 106 |
|
2016
Q4 | $14K | Hold |
191
| – | – | 0.01% | 105 |
|
2016
Q3 | $12K | Hold |
191
| – | – | 0.01% | 113 |
|
2016
Q2 | $12K | Hold |
191
| – | – | 0.01% | 111 |
|
2016
Q1 | $12K | Hold |
191
| – | – | 0.01% | 114 |
|
2015
Q4 | $13K | Buy |
+191
| New | +$13K | 0.01% | 107 |
|