TFA
Transamerica Financial Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793 | Hold |
3
| – | – | ﹤0.01% | 418 |
|
|
2025
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $1K | Sell |
3
-2
| -40% | -$667 | ﹤0.01% | 422 |
|
|
2024
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 388 |
|
|
2024
Q2 | – | Sell |
-23
| Closed | -$6K | – | 580 |
|
|
2024
Q1 | $6K | Buy |
+23
| New | +$6K | ﹤0.01% | 360 |
|
|
2020
Q3 | – | Sell |
-16
| Closed | -$2K | – | 198 |
|
|
2020
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 307 |
|
|
2019
Q3 | – | Sell |
-35
| Closed | -$5K | – | 119 |
|
|
2019
Q2 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 335 |
|
|
2019
Q1 | – | Sell |
-42
| Closed | -$4K | – | 117 |
|
|
2018
Q4 | $4K | Buy |
42
+15
| +56% | +$1.43K | ﹤0.01% | 324 |
|
|
2018
Q3 | $3K | Sell |
27
-1
| -4% | -$111 | ﹤0.01% | 346 |
|
|
2018
Q2 | $3K | Sell |
28
-77
| -73% | -$8.25K | ﹤0.01% | 286 |
|
|
2018
Q1 | $10K | Sell |
105
-84,994
| -100% | -$8.09M | ﹤0.01% | 266 |
|
|
2017
Q4 | $8.45M | Sell |
85,099
-1,347
| -2% | -$134K | 1.12% | 18 |
|
|
2017
Q3 | $7.82M | Buy |
+86,446
| New | +$7.82M | 0.97% | 24 |
|
|
2017
Q2 | – | Sell |
-84,994
| Closed | -$6.72M | – | 404 |
|
|
2017
Q1 | $6.72M | Sell |
84,994
-386
| -0.5% | -$30.5K | 0.81% | 33 |
|
|
2016
Q4 | $6.33M | Buy |
85,380
+1,936
| +2% | +$143K | 0.75% | 35 |
|
|
2016
Q3 | $5.34M | Buy |
83,444
+7,446
| +10% | +$477K | 0.58% | 54 |
|
|
2016
Q2 | $4.62M | Sell |
75,998
-586
| -0.8% | -$35.6K | 0.47% | 60 |
|
|
2016
Q1 | $4.7M | Buy |
76,584
+76,283
| +25,343% | +$4.68M | 0.4% | 61 |
|
|
2015
Q4 | $21K | Sell |
301
-167
| -36% | -$11.7K | ﹤0.01% | 518 |
|
|
2015
Q3 | $35K | Buy |
468
+164
| +54% | +$12.3K | ﹤0.01% | 426 |
|
|
2015
Q2 | $24K | Hold |
304
| – | – | ﹤0.01% | 538 |
|
|
2015
Q1 | $24K | Sell |
304
-1
| -0.3% | -$79 | ﹤0.01% | 512 |
|
|
2014
Q4 | $29K | Sell |
305
-96
| -24% | -$9.13K | ﹤0.01% | 401 |
|
|
2014
Q3 | $36K | Sell |
401
-360
| -47% | -$32.3K | ﹤0.01% | 369 |
|
|
2014
Q2 | $73K | Hold |
761
| – | – | 0.01% | 341 |
|
|
2014
Q1 | $69K | Sell |
761
-4
| -0.5% | -$363 | 0.01% | 333 |
|
|
2013
Q4 | $70K | Sell |
765
-708
| -48% | -$64.8K | 0.01% | 308 |
|
|
2013
Q3 | $112K | Buy |
1,473
+315
| +27% | +$24K | 0.01% | 264 |
|
|
2013
Q2 | $87K | Buy |
+1,158
| New | +$87K | 0.01% | 236 |
|