TFS
TrustCore Financial Services’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.31M | Buy |
8,851
+1
| +0% | +$148 | 0.12% | 99 |
|
|
2022
Q3 | $1.19M | Buy |
8,850
+91
| +1% | +$12.3K | 0.11% | 91 |
|
|
2022
Q2 | $1.21M | Sell |
8,759
-274
| -3% | -$38K | 0.11% | 96 |
|
|
2022
Q1 | $1.69M | Sell |
9,033
-149
| -2% | -$27.9K | 0.15% | 79 |
|
|
2021
Q4 | $1.5M | Buy |
9,182
+1
| +0% | +$164 | 0.17% | 68 |
|
|
2021
Q3 | $1.54M | Sell |
9,181
-31
| -0.3% | -$5.19K | 0.15% | 68 |
|
|
2021
Q2 | $1.52M | Buy |
9,212
+1
| +0% | +$165 | 0.16% | 69 |
|
|
2021
Q1 | $1.3M | Sell |
9,211
-343
| -4% | -$48.5K | 0.15% | 75 |
|
|
2020
Q4 | $1.16M | Buy |
9,554
+197
| +2% | +$23.8K | 0.15% | 77 |
|
|
2020
Q3 | $938K | Sell |
9,357
-200
| -2% | -$20K | 0.14% | 85 |
|
|
2020
Q2 | $910K | Buy |
9,557
+666
| +7% | +$63.4K | 0.16% | 83 |
|
|
2020
Q1 | $761K | Sell |
8,891
-52
| -0.6% | -$4.45K | 0.17% | 83 |
|
|
2019
Q4 | $1.11M | Sell |
8,943
-212
| -2% | -$26.4K | 0.21% | 76 |
|
|
2019
Q3 | $1.08M | Sell |
9,155
-16
| -0.2% | -$1.89K | 0.23% | 70 |
|
|
2019
Q2 | $1.13M | Buy |
9,171
+7,897
| +620% | +$975K | 0.25% | 67 |
|
|
2019
Q1 | $139K | Sell |
1,274
-604
| -32% | -$65.9K | 0.04% | 181 |
|
|
2018
Q4 | $179K | Buy |
1,878
+640
| +52% | +$61K | 0.1% | 68 |
|
|
2018
Q3 | $132K | Hold |
1,238
| – | – | 0.04% | 194 |
|
|
2018
Q2 | $121K | Sell |
1,238
-97
| -7% | -$9.48K | 0.04% | 193 |
|
|
2018
Q1 | $125K | Buy |
1,335
+50
| +4% | +$4.68K | 0.05% | 179 |
|
|
2017
Q4 | $128K | Buy |
+1,285
| New | +$128K | 0.05% | 174 |
|