TrueWealth LLC’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $295K | Hold |
3,101
| – | – | 0.12% | 100 |
|
|
2020
Q1 | $266K | Hold |
3,101
| – | – | 0.13% | 100 |
|
|
2019
Q4 | $386K | Buy |
3,101
+56
| +2% | +$6.97K | 0.16% | 92 |
|
|
2019
Q3 | $360K | Hold |
3,045
| – | – | 0.16% | 92 |
|
|
2019
Q2 | $376K | Hold |
3,045
| – | – | 0.17% | 90 |
|
|
2019
Q1 | $333K | Hold |
3,045
| – | – | 0.15% | 94 |
|
|
2018
Q4 | $290K | Hold |
3,045
| – | – | 0.15% | 98 |
|
|
2018
Q3 | $324K | Hold |
3,045
| – | – | 0.15% | 98 |
|
|
2018
Q2 | $298K | Hold |
3,045
| – | – | 0.14% | 101 |
|
|
2018
Q1 | $284K | Buy |
3,045
+1,130
| +59% | +$105K | 0.14% | 100 |
|
|
2017
Q4 | $190K | Buy |
+1,915
| New | +$190K | 0.09% | 139 |
|