Taylor Hoffman 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 | – | Sell |
-910
| Closed | -$87K | – | 129 |
|
|
2020
Q2 | $87K | Buy |
+910
| New | +$87K | 0.05% | 155 |
|
|
2020
Q1 | – | Sell |
-910
| Closed | -$113K | – | 126 |
|
|
2019
Q4 | $113K | Hold |
910
| – | – | 0.07% | 151 |
|
|
2019
Q3 | $108K | Hold |
910
| – | – | 0.08% | 148 |
|
|
2019
Q2 | $112K | Hold |
910
| – | – | 0.09% | 144 |
|
|
2019
Q1 | $99K | Hold |
910
| – | – | 0.07% | 145 |
|
|
2018
Q4 | $87K | Sell |
910
-45
| -5% | -$4.3K | 0.08% | 135 |
|
|
2018
Q3 | $102K | Hold |
955
| – | – | 0.08% | 133 |
|
|
2018
Q2 | $94K | Hold |
955
| – | – | 0.08% | 129 |
|
|
2018
Q1 | $89K | Hold |
955
| – | – | 0.08% | 135 |
|
|
2017
Q4 | $95K | Buy |
+955
| New | +$95K | 0.09% | 131 |
|