TWA
TCI Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
4,673
+43
| +0.9% | +$13.7K | 0.1% | 74 |
|
|
2025
Q1 | $1.25M | Buy |
4,630
+3
| +0.1% | +$807 | 0.1% | 72 |
|
|
2024
Q4 | $1.37M | Buy |
4,627
+14
| +0.3% | +$4.16K | 0.11% | 68 |
|
|
2024
Q3 | $1.25M | Buy |
4,613
+69
| +2% | +$18.7K | 0.11% | 72 |
|
|
2024
Q2 | $1.05M | Sell |
4,544
-93
| -2% | -$21.5K | 0.1% | 76 |
|
|
2024
Q1 | $1.06M | Sell |
4,637
-49
| -1% | -$11.2K | 0.1% | 74 |
|
|
2023
Q4 | $878K | Sell |
4,686
-475
| -9% | -$89K | 0.09% | 84 |
|
|
2023
Q3 | $770K | Sell |
5,161
-206
| -4% | -$30.7K | 0.1% | 81 |
|
|
2023
Q2 | $935K | Buy |
5,367
+319
| +6% | +$55.6K | 0.12% | 75 |
|
|
2023
Q1 | $833K | Buy |
5,048
+503
| +11% | +$83K | 0.11% | 78 |
|
|
2022
Q4 | $672K | Sell |
4,545
-60
| -1% | -$8.87K | 0.09% | 84 |
|
|
2022
Q3 | $621K | Sell |
4,605
-21
| -0.5% | -$2.83K | 0.1% | 83 |
|
|
2022
Q2 | $641K | Sell |
4,626
-9
| -0.2% | -$1.25K | 0.1% | 88 |
|
|
2022
Q1 | $867K | Buy |
4,635
+165
| +4% | +$30.9K | 0.13% | 72 |
|
|
2021
Q4 | $731K | Sell |
4,470
-60
| -1% | -$9.81K | 0.11% | 79 |
|
|
2021
Q3 | $759K | Buy |
4,530
+31
| +0.7% | +$5.19K | 0.12% | 75 |
|
|
2021
Q2 | $743K | Sell |
4,499
-142
| -3% | -$23.5K | 0.13% | 73 |
|
|
2021
Q1 | $656K | Sell |
4,641
-174
| -4% | -$24.6K | 0.28% | 68 |
|
|
2020
Q4 | $582K | Buy |
4,815
+403
| +9% | +$48.7K | 0.26% | 74 |
|
|
2020
Q3 | $442K | Sell |
4,412
-40
| -0.9% | -$4.01K | 0.17% | 91 |
|
|
2020
Q2 | $424K | Buy |
4,452
+202
| +5% | +$19.2K | 0.18% | 84 |
|
|
2020
Q1 | $364K | Sell |
4,250
-109
| -3% | -$9.34K | 0.18% | 86 |
|
|
2019
Q4 | $543K | Buy |
4,359
+115
| +3% | +$14.3K | 0.21% | 80 |
|
|
2019
Q3 | $502K | Buy |
4,244
+16
| +0.4% | +$1.89K | 0.22% | 80 |
|
|
2019
Q2 | $522K | Sell |
4,228
-7
| -0.2% | -$864 | 0.24% | 78 |
|
|
2019
Q1 | $463K | Buy |
4,235
+34
| +0.8% | +$3.72K | 0.2% | 87 |
|
|
2018
Q4 | $400K | Sell |
4,201
-79
| -2% | -$7.52K | 0.19% | 88 |
|
|
2018
Q3 | $456K | Hold |
4,280
| – | – | 0.19% | 91 |
|
|
2018
Q2 | $419K | Sell |
4,280
-3
| -0.1% | -$294 | 0.19% | 94 |
|
|
2018
Q1 | $400K | Sell |
4,283
-238
| -5% | -$22.2K | 0.19% | 94 |
|
|
2017
Q4 | $449K | Buy |
4,521
+238
| +6% | +$23.6K | 0.2% | 96 |
|
|
2017
Q3 | $387K | Sell |
4,283
-3
| -0.1% | -$271 | 0.19% | 89 |
|
|
2017
Q2 | $361K | Hold |
4,286
| – | – | 0.18% | 90 |
|
|
2017
Q1 | $339K | Buy |
4,286
+6
| +0.1% | +$475 | 0.18% | 90 |
|
|
2016
Q4 | $317K | Sell |
4,280
-154
| -3% | -$11.4K | 0.17% | 98 |
|
|
2016
Q3 | $284K | Hold |
4,434
| – | – | 0.15% | 97 |
|
|
2016
Q2 | $269K | Sell |
4,434
-243
| -5% | -$14.7K | 0.15% | 103 |
|
|
2016
Q1 | $287K | Buy |
4,677
+141
| +3% | +$8.65K | 0.16% | 101 |
|
|
2015
Q4 | $315K | Buy |
4,536
+91
| +2% | +$6.32K | 0.18% | 97 |
|
|
2015
Q3 | $330K | Hold |
4,445
| – | – | 0.2% | 87 |
|
|
2015
Q2 | $345K | Hold |
4,445
| – | – | 0.2% | 86 |
|
|
2015
Q1 | $347K | Hold |
4,445
| – | – | 0.22% | 81 |
|
|
2014
Q4 | $414K | Buy |
4,445
+450
| +11% | +$41.9K | 0.26% | 74 |
|
|
2014
Q3 | $350K | Hold |
3,995
| – | – | 0.22% | 80 |
|
|
2014
Q2 | $379K | Hold |
3,995
| – | – | 0.23% | 77 |
|
|
2014
Q1 | $360K | Sell |
3,995
-1,241
| -24% | -$112K | 0.23% | 78 |
|
|
2013
Q4 | $475K | Buy |
5,236
+1,241
| +31% | +$113K | 0.3% | 65 |
|
|
2013
Q3 | $302K | Hold |
3,995
| – | – | 0.23% | 78 |
|
|
2013
Q2 | $299K | Buy |
+3,995
| New | +$299K | 0.23% | 76 |
|