TSWM
Triangle Securities Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
1,999
-738
| -27% | -$235K | 0.16% | 132 |
|
|
2025
Q1 | $736K | Buy |
2,737
+50
| +2% | +$13.5K | 0.19% | 126 |
|
|
2024
Q4 | $797K | Sell |
2,687
-23
| -0.8% | -$6.83K | 0.2% | 124 |
|
|
2024
Q3 | $735K | Hold |
2,710
| – | – | 0.19% | 127 |
|
|
2024
Q2 | $628K | Hold |
2,710
| – | – | 0.18% | 133 |
|
|
2024
Q1 | $617K | Hold |
2,710
| – | – | 0.18% | 132 |
|
|
2023
Q4 | $508K | Hold |
2,710
| – | – | 0.16% | 139 |
|
|
2023
Q3 | $404K | Buy |
2,710
+34
| +1% | +$5.07K | 0.14% | 140 |
|
|
2023
Q2 | $466K | Hold |
2,676
| – | – | 0.16% | 140 |
|
|
2023
Q1 | $441K | Hold |
2,676
| – | – | 0.16% | 143 |
|
|
2022
Q4 | $395K | Hold |
2,676
| – | – | 0.15% | 149 |
|
|
2022
Q3 | $361K | Sell |
2,676
-95
| -3% | -$12.8K | 0.15% | 146 |
|
|
2022
Q2 | $384K | Hold |
2,771
| – | – | 0.15% | 143 |
|
|
2022
Q1 | $518K | Hold |
2,771
| – | – | 0.17% | 133 |
|
|
2021
Q4 | $453K | Buy |
2,771
+95
| +4% | +$15.5K | 0.14% | 142 |
|
|
2021
Q3 | $448K | Hold |
2,676
| – | – | 0.15% | 138 |
|
|
2021
Q2 | $442K | Hold |
2,676
| – | – | 0.15% | 139 |
|
|
2021
Q1 | $378K | Hold |
2,676
| – | – | 0.14% | 146 |
|
|
2020
Q4 | $324K | Sell |
2,676
-265
| -9% | -$32.1K | 0.13% | 151 |
|
|
2020
Q3 | $295K | Hold |
2,941
| – | – | 0.13% | 143 |
|
|
2020
Q2 | $280K | Hold |
2,941
| – | – | 0.13% | 138 |
|
|
2020
Q1 | $252K | Buy |
2,941
+100
| +4% | +$8.57K | 0.15% | 133 |
|
|
2019
Q4 | $354K | Hold |
2,841
| – | – | 0.15% | 123 |
|
|
2019
Q3 | $336K | Sell |
2,841
-50
| -2% | -$5.91K | 0.16% | 127 |
|
|
2019
Q2 | $361K | Sell |
2,891
-285
| -9% | -$35.6K | 0.18% | 117 |
|
|
2019
Q1 | $347K | Sell |
3,176
-131
| -4% | -$14.3K | 0.18% | 117 |
|
|
2018
Q4 | $315K | Hold |
3,307
| – | – | 0.19% | 111 |
|
|
2018
Q3 | $352K | Hold |
3,307
| – | – | 0.19% | 117 |
|
|
2018
Q2 | $324K | Hold |
3,307
| – | – | 0.18% | 117 |
|
|
2018
Q1 | $308K | Buy |
3,307
+100
| +3% | +$9.31K | 0.18% | 116 |
|
|
2017
Q4 | $318K | Hold |
3,207
| – | – | 0.18% | 113 |
|
|
2017
Q3 | $290K | Hold |
3,207
| – | – | 0.17% | 114 |
|
|
2017
Q2 | $270K | Sell |
3,207
-200
| -6% | -$16.8K | 0.18% | 115 |
|
|
2017
Q1 | $270K | Buy |
3,407
+531
| +18% | +$42.1K | 0.17% | 112 |
|
|
2016
Q4 | $213K | Buy |
+2,876
| New | +$213K | 0.14% | 120 |
|
|
2016
Q1 | – | Sell |
-2,876
| Closed | -$200K | – | 137 |
|
|
2015
Q4 | $200K | Hold |
2,876
| – | – | 0.13% | 116 |
|
|
2015
Q3 | $213K | Hold |
2,876
| – | – | 0.16% | 125 |
|
|
2015
Q2 | $224K | Hold |
2,876
| – | – | 0.16% | 127 |
|
|
2015
Q1 | $225K | Hold |
2,876
| – | – | 0.16% | 130 |
|
|
2014
Q4 | $268K | Hold |
2,876
| – | – | 0.19% | 109 |
|
|
2014
Q3 | $252K | Hold |
2,876
| – | – | 0.19% | 104 |
|
|
2014
Q2 | $273K | Buy |
+2,876
| New | +$273K | 0.21% | 103 |
|
|
2014
Q1 | – | Sell |
-2,876
| Closed | -$261K | – | 116 |
|
|
2013
Q4 | $261K | Hold |
2,876
| – | – | 0.21% | 103 |
|
|
2013
Q3 | $217K | Hold |
2,876
| – | – | 0.19% | 112 |
|
|
2013
Q2 | $215K | Buy |
+2,876
| New | +$215K | 0.16% | 114 |
|