SWA
Sutton Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $58.5K | Sell |
392
-1
| -0.3% | -$149 | 0.03% | 213 |
|
|
2023
Q2 | $68.5K | Sell |
393
-16
| -4% | -$2.79K | 0.03% | 198 |
|
|
2023
Q1 | $67.5K | Sell |
409
-3,395
| -89% | -$560K | 0.04% | 182 |
|
|
2022
Q4 | $562K | Buy |
3,804
+19
| +0.5% | +$2.81K | 0.21% | 74 |
|
|
2022
Q3 | $511K | Buy |
3,785
+48
| +1% | +$6.48K | 0.21% | 77 |
|
|
2022
Q2 | $518K | Sell |
3,737
-19
| -0.5% | -$2.63K | 0.21% | 80 |
|
|
2022
Q1 | $702K | Buy |
3,756
+21
| +0.6% | +$3.93K | 0.24% | 69 |
|
|
2021
Q4 | $611K | Sell |
3,735
-5
| -0.1% | -$818 | 0.2% | 77 |
|
|
2021
Q3 | $627K | Sell |
3,740
-3
| -0.1% | -$503 | 0.23% | 76 |
|
|
2021
Q2 | $618K | Hold |
3,743
| – | – | 0.23% | 80 |
|
|
2021
Q1 | $529K | Buy |
3,743
+9
| +0.2% | +$1.27K | 0.21% | 77 |
|
|
2020
Q4 | $451K | Buy |
3,734
+26
| +0.7% | +$3.14K | 0.19% | 89 |
|
|
2020
Q3 | $372K | Sell |
3,708
-5
| -0.1% | -$501 | 0.18% | 97 |
|
|
2020
Q2 | $353K | Buy |
3,713
+14
| +0.4% | +$1.33K | 0.18% | 94 |
|
|
2020
Q1 | $317K | Buy |
3,699
+9
| +0.2% | +$770 | 0.2% | 89 |
|
|
2019
Q4 | $459K | Hold |
3,690
| – | – | 0.24% | 74 |
|
|
2019
Q3 | $436K | Hold |
3,690
| – | – | 0.24% | 73 |
|
|
2019
Q2 | $455K | Buy |
3,690
+16
| +0.4% | +$1.98K | 0.26% | 69 |
|
|
2019
Q1 | $402K | Buy |
3,674
+14
| +0.4% | +$1.53K | 0.23% | 74 |
|
|
2018
Q4 | $349K | Sell |
3,660
-25
| -0.7% | -$2.38K | 0.23% | 76 |
|
|
2018
Q3 | $392K | Hold |
3,685
| – | – | 0.26% | 63 |
|
|
2018
Q2 | $361K | Hold |
3,685
| – | – | 0.25% | 64 |
|
|
2018
Q1 | $344K | Hold |
3,685
| – | – | 0.25% | 67 |
|
|
2017
Q4 | $366K | Hold |
3,685
| – | – | 0.27% | 64 |
|
|
2017
Q3 | $333K | Hold |
3,685
| – | – | 0.25% | 65 |
|
|
2017
Q2 | $310K | Hold |
3,685
| – | – | 0.25% | 68 |
|
|
2017
Q1 | $292K | Hold |
3,685
| – | – | 0.24% | 69 |
|
|
2016
Q4 | $273K | Hold |
3,685
| – | – | 0.24% | 71 |
|
|
2016
Q3 | $236K | Hold |
3,685
| – | – | 0.22% | 76 |
|
|
2016
Q2 | $224K | Hold |
3,685
| – | – | 0.21% | 82 |
|
|
2016
Q1 | $226K | Buy |
+3,685
| New | +$226K | 0.21% | 78 |
|