Sunflower Bank 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
Q3 | $270K | Hold |
2,694
| – | – | 0.09% | 104 |
|
2020
Q2 | $257K | Sell |
2,694
-200
| -7% | -$19.1K | 0.09% | 112 |
|
2020
Q1 | $248K | Hold |
2,894
| – | – | 0.09% | 107 |
|
2019
Q4 | $360K | Hold |
2,894
| – | – | 0.11% | 106 |
|
2019
Q3 | $342K | Sell |
2,894
-300
| -9% | -$35.5K | 0.11% | 108 |
|
2019
Q2 | $394K | Hold |
3,194
| – | – | 0.13% | 97 |
|
2019
Q1 | $350K | Hold |
3,194
| – | – | 0.11% | 107 |
|
2018
Q4 | $304K | Hold |
3,194
| – | – | 0.1% | 108 |
|
2018
Q3 | $340K | Hold |
3,194
| – | – | 0.1% | 111 |
|
2018
Q2 | $313K | Hold |
3,194
| – | – | 0.09% | 114 |
|
2018
Q1 | $298K | Sell |
3,194
-50
| -2% | -$4.67K | 0.08% | 113 |
|
2017
Q4 | $323K | Sell |
3,244
-50
| -2% | -$4.98K | 0.09% | 108 |
|
2017
Q3 | $298K | Sell |
3,294
-16,000
| -83% | -$1.45M | 0.11% | 76 |
|
2017
Q2 | $1.63M | Hold |
19,294
| – | – | 0.55% | 37 |
|
2017
Q1 | $1.53M | Hold |
19,294
| – | – | 0.52% | 37 |
|
2016
Q4 | $1.43M | Hold |
19,294
| – | – | 0.51% | 36 |
|
2016
Q3 | $1.24M | Sell |
19,294
-900
| -4% | -$57.6K | 0.45% | 39 |
|
2016
Q2 | $1.23M | Hold |
20,194
| – | – | 0.43% | 42 |
|
2016
Q1 | $1.24M | Hold |
20,194
| – | – | 0.44% | 41 |
|
2015
Q4 | $1.4M | Hold |
20,194
| – | – | 0.49% | 39 |
|
2015
Q3 | $1.5M | Hold |
20,194
| – | – | 0.55% | 35 |
|
2015
Q2 | $1.57M | Sell |
20,194
-50
| -0.2% | -$3.89K | 0.53% | 35 |
|
2015
Q1 | $1.58M | Sell |
20,244
-100
| -0.5% | -$7.81K | 0.52% | 42 |
|
2014
Q4 | $1.89M | Hold |
20,344
| – | – | 0.6% | 30 |
|
2014
Q3 | $1.78M | Sell |
20,344
-50
| -0.2% | -$4.38K | 0.61% | 32 |
|
2014
Q2 | $1.94M | Sell |
20,394
-100
| -0.5% | -$9.49K | 0.79% | 29 |
|
2014
Q1 | $1.85M | Sell |
20,494
-100
| -0.5% | -$9.01K | 0.9% | 24 |
|
2013
Q4 | $1.87M | Hold |
20,594
| – | – | 0.94% | 21 |
|
2013
Q3 | $1.56M | Hold |
20,594
| – | – | 0.84% | 23 |
|
2013
Q2 | $1.54M | Buy |
+20,594
| New | +$1.54M | 0.83% | 24 |
|