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