Rench Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-28,252
| Closed | -$3.52M | – | 37 |
|
|
2019
Q4 | $3.52M | Buy |
28,252
+535
| +2% | +$66.6K | 2.03% | 22 |
|
|
2019
Q3 | $3.28M | Buy |
27,717
+431
| +2% | +$51K | 2.12% | 25 |
|
|
2019
Q2 | $3.37M | Sell |
27,286
-189
| -0.7% | -$23.3K | 2.16% | 21 |
|
|
2019
Q1 | $3M | Sell |
27,475
-71
| -0.3% | -$7.76K | 1.96% | 25 |
|
|
2018
Q4 | $2.63M | Buy |
27,546
+470
| +2% | +$44.8K | 1.92% | 26 |
|
|
2018
Q3 | $2.88M | Buy |
27,076
+162
| +0.6% | +$17.2K | 1.92% | 24 |
|
|
2018
Q2 | $2.64M | Sell |
26,914
-549
| -2% | -$53.8K | 1.9% | 24 |
|
|
2018
Q1 | $2.56M | Sell |
27,463
-644
| -2% | -$60.1K | 1.75% | 28 |
|
|
2017
Q4 | $2.79M | Buy |
28,107
+2,578
| +10% | +$256K | 1.82% | 25 |
|
|
2017
Q3 | $2.31M | Buy |
+25,529
| New | +$2.31M | 1.59% | 33 |
|