SWM
SVA Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $251K | Sell |
2,079
-20
| -1% | -$2.42K | 0.02% | 212 |
|
|
2020
Q3 | $210K | Sell |
2,099
-11,324
| -84% | -$1.13M | 0.02% | 202 |
|
|
2020
Q2 | $1.28M | Sell |
13,423
-2,262
| -14% | -$215K | 0.14% | 110 |
|
|
2020
Q1 | $1.34M | Sell |
15,685
-433
| -3% | -$37.1K | 0.15% | 107 |
|
|
2019
Q4 | $2.01M | Buy |
16,118
+61
| +0.4% | +$7.6K | 0.18% | 95 |
|
|
2019
Q3 | $1.9M | Sell |
16,057
-188
| -1% | -$22.2K | 0.19% | 94 |
|
|
2019
Q2 | $2.01M | Sell |
16,245
-13,106
| -45% | -$1.62M | 0.2% | 93 |
|
|
2019
Q1 | $3.21M | Buy |
29,351
+6,080
| +26% | +$665K | 0.31% | 75 |
|
|
2018
Q4 | $2.22M | Buy |
+23,271
| New | +$2.22M | 0.25% | 88 |
|
|
2016
Q1 | – | Sell |
-61,963
| Closed | -$4.31M | – | 202 |
|
|
2015
Q4 | $4.31M | Buy |
61,963
+2,875
| +5% | +$200K | 0.75% | 41 |
|
|
2015
Q3 | $4.38M | Buy |
59,088
+3,804
| +7% | +$282K | 0.82% | 39 |
|
|
2015
Q2 | $4.3M | Buy |
55,284
+6,677
| +14% | +$519K | 0.79% | 45 |
|
|
2015
Q1 | $3.8M | Buy |
48,607
+43,691
| +889% | +$3.41M | 0.69% | 54 |
|
|
2014
Q4 | $457K | Buy |
4,916
+320
| +7% | +$29.7K | 0.17% | 120 |
|
|
2014
Q3 | $402K | Hold |
4,596
| – | – | 0.17% | 113 |
|
|
2014
Q2 | $436K | Buy |
4,596
+75
| +2% | +$7.12K | 0.19% | 106 |
|
|
2014
Q1 | $407K | Buy |
4,521
+829
| +22% | +$74.6K | 0.19% | 104 |
|
|
2013
Q4 | $335K | Buy |
+3,692
| New | +$335K | 0.2% | 108 |
|