TrinityPoint Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.77M | Buy |
5,961
+154
| +3% | +$45.7K | 0.25% | 98 |
|
|
2024
Q3 | $1.57M | Sell |
5,807
-6
| -0.1% | -$1.63K | 0.23% | 103 |
|
|
2024
Q2 | $1.35M | Buy |
5,813
+10
| +0.2% | +$2.32K | 0.21% | 111 |
|
|
2024
Q1 | $1.32M | Buy |
5,803
+36
| +0.6% | +$8.2K | 0.22% | 106 |
|
|
2023
Q4 | $1.08M | Buy |
5,767
+43
| +0.8% | +$8.06K | 0.2% | 121 |
|
|
2023
Q3 | $854K | Buy |
5,724
+38
| +0.7% | +$5.67K | 0.17% | 131 |
|
|
2023
Q2 | $990K | Buy |
5,686
+26
| +0.5% | +$4.53K | 0.19% | 117 |
|
|
2023
Q1 | $934K | Sell |
5,660
-169
| -3% | -$27.9K | 0.2% | 120 |
|
|
2022
Q4 | $861K | Buy |
5,829
+34
| +0.6% | +$5.02K | 0.2% | 120 |
|
|
2022
Q3 | $782K | Sell |
5,795
-10,455
| -64% | -$1.41M | 0.18% | 126 |
|
|
2022
Q2 | $2.25M | Buy |
16,250
+863
| +6% | +$120K | 0.5% | 56 |
|
|
2022
Q1 | $2.88M | Sell |
15,387
-1,108
| -7% | -$207K | 0.52% | 52 |
|
|
2021
Q4 | $2.7M | Sell |
16,495
-216
| -1% | -$35.3K | 0.48% | 55 |
|
|
2021
Q3 | $2.8M | Sell |
16,711
-11
| -0.1% | -$1.84K | 0.54% | 53 |
|
|
2021
Q2 | $2.76M | Sell |
16,722
-1,933
| -10% | -$319K | 0.56% | 49 |
|
|
2021
Q1 | $2.64M | Buy |
18,655
+224
| +1% | +$31.7K | 0.61% | 46 |
|
|
2020
Q4 | $2.14M | Sell |
18,431
-1,431
| -7% | -$166K | 0.51% | 53 |
|
|
2020
Q3 | $1.99M | Buy |
19,862
+14,226
| +252% | +$1.43M | 0.55% | 49 |
|
|
2020
Q2 | $537K | Sell |
5,636
-275
| -5% | -$26.2K | 0.17% | 124 |
|
|
2020
Q1 | $506K | Sell |
5,911
-351
| -6% | -$30K | 0.2% | 122 |
|
|
2019
Q4 | $780K | Buy |
6,262
+17
| +0.3% | +$2.12K | 0.26% | 97 |
|
|
2019
Q3 | $747K | Buy |
6,245
+16
| +0.3% | +$1.91K | 0.26% | 106 |
|
|
2019
Q2 | $797K | Sell |
6,229
-89
| -1% | -$11.4K | 0.38% | 67 |
|
|
2019
Q1 | $691K | Sell |
6,318
-82
| -1% | -$8.97K | 0.34% | 82 |
|
|
2018
Q4 | $610K | Buy |
+6,400
| New | +$610K | 0.37% | 73 |
|