TD Ameritrade Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-122
| Closed | -$21K | – | 37 |
|
|
2023
Q2 | $21K | Sell |
122
-55
| -31% | -$9.47K | ﹤0.01% | 281 |
|
|
2023
Q1 | $29K | Sell |
177
-26
| -13% | -$4.26K | ﹤0.01% | 271 |
|
|
2022
Q4 | $30K | Buy |
+203
| New | +$30K | ﹤0.01% | 288 |
|
|
2022
Q3 | – | Sell |
-351
| Closed | -$49K | – | 583 |
|
|
2022
Q2 | $49K | Sell |
351
-213
| -38% | -$29.7K | ﹤0.01% | 301 |
|
|
2022
Q1 | $105K | Sell |
564
-46
| -8% | -$8.56K | ﹤0.01% | 288 |
|
|
2021
Q4 | $100K | Buy |
610
+161
| +36% | +$26.4K | ﹤0.01% | 292 |
|
|
2021
Q3 | $45K | Buy |
+449
| New | +$45K | ﹤0.01% | 338 |
|
|
2021
Q2 | – | Sell |
-432
| Closed | -$52K | – | 629 |
|
|
2021
Q1 | $52K | Hold |
432
| – | – | ﹤0.01% | 329 |
|
|
2020
Q4 | $52K | Sell |
432
-17
| -4% | -$2.05K | ﹤0.01% | 329 |
|
|
2020
Q3 | $45K | Sell |
449
-2
| -0.4% | -$200 | ﹤0.01% | 338 |
|
|
2020
Q2 | $43K | Buy |
451
+11
| +3% | +$1.05K | ﹤0.01% | 323 |
|
|
2020
Q1 | $38K | Buy |
440
+77
| +21% | +$6.65K | ﹤0.01% | 317 |
|
|
2019
Q4 | $45K | Buy |
363
+12
| +3% | +$1.49K | ﹤0.01% | 321 |
|
|
2019
Q3 | $42K | Buy |
351
+22
| +7% | +$2.63K | ﹤0.01% | 306 |
|
|
2019
Q2 | $41K | Sell |
329
-495
| -60% | -$61.7K | ﹤0.01% | 277 |
|
|
2019
Q1 | $90K | Buy |
824
+515
| +167% | +$56.3K | ﹤0.01% | 198 |
|
|
2018
Q4 | $29K | Buy |
309
+169
| +121% | +$15.9K | ﹤0.01% | 271 |
|
|
2018
Q3 | $15K | Buy |
140
+124
| +775% | +$13.3K | ﹤0.01% | 296 |
|
|
2018
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 329 |
|