USCA RIA’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.04M | Sell |
6,264
-43
| -0.7% | -$7.11K | 0.06% | 300 |
|
|
2021
Q1 | $892K | Buy |
6,307
+119
| +2% | +$16.8K | 0.06% | 310 |
|
|
2020
Q4 | $748K | Buy |
6,188
+1,320
| +27% | +$160K | 0.05% | 268 |
|
|
2020
Q3 | $488K | Sell |
4,868
-4
| -0.1% | -$401 | 0.04% | 293 |
|
|
2020
Q2 | $464K | Buy |
4,872
+72
| +2% | +$6.86K | 0.04% | 290 |
|
|
2020
Q1 | $411K | Buy |
4,800
+1,160
| +32% | +$99.3K | 0.05% | 280 |
|
|
2019
Q4 | $453K | Sell |
3,640
-59
| -2% | -$7.34K | 0.04% | 339 |
|
|
2019
Q3 | $438K | Buy |
3,699
+279
| +8% | +$33K | 0.04% | 324 |
|
|
2019
Q2 | $422K | Buy |
3,420
+521
| +18% | +$64.3K | 0.04% | 320 |
|
|
2019
Q1 | $317K | Sell |
2,899
-4,734
| -62% | -$518K | 0.03% | 339 |
|
|
2018
Q4 | $728K | Buy |
7,633
+480
| +7% | +$45.8K | 0.1% | 214 |
|
|
2018
Q3 | $762K | Sell |
7,153
-621
| -8% | -$66.2K | 0.08% | 255 |
|
|
2018
Q2 | $762K | Sell |
7,774
-28,502
| -79% | -$2.79M | 0.08% | 248 |
|
|
2018
Q1 | $3.38M | Buy |
36,276
+3,048
| +9% | +$284K | 0.37% | 75 |
|
|
2017
Q4 | $3.3M | Buy |
33,228
+3,995
| +14% | +$397K | 0.36% | 82 |
|
|
2017
Q3 | $2.46M | Hold |
29,233
| – | – | 0.32% | 101 |
|
|
2017
Q2 | $2.46M | Buy |
29,233
+468
| +2% | +$39.4K | 0.32% | 102 |
|
|
2017
Q1 | $2.28M | Sell |
28,765
-14,468
| -33% | -$1.14M | 0.33% | 89 |
|
|
2016
Q4 | $3.2M | Sell |
43,233
-3,250
| -7% | -$241K | 0.49% | 53 |
|
|
2016
Q3 | $2.98M | Sell |
46,483
-394
| -0.8% | -$25.2K | 0.49% | 51 |
|
|
2016
Q2 | $2.85M | Buy |
46,877
+7,717
| +20% | +$469K | 0.48% | 49 |
|
|
2016
Q1 | $2.4M | Buy |
39,160
+8,973
| +30% | +$551K | 0.44% | 64 |
|
|
2015
Q4 | $2.1M | Buy |
30,187
+2,286
| +8% | +$159K | 0.45% | 58 |
|
|
2015
Q3 | $2.07M | Buy |
27,901
+23,622
| +552% | +$1.75M | 0.52% | 55 |
|
|
2015
Q2 | $333K | Buy |
4,279
+514
| +14% | +$40K | 0.09% | 237 |
|
|
2015
Q1 | $294K | Buy |
3,765
+766
| +26% | +$59.8K | 0.08% | 255 |
|
|
2014
Q4 | $279K | Buy |
2,999
+190
| +7% | +$17.7K | 0.08% | 257 |
|
|
2014
Q3 | $246K | Buy |
2,809
+523
| +23% | +$45.8K | 0.08% | 265 |
|
|
2014
Q2 | $217K | Buy |
+2,286
| New | +$217K | 0.07% | 263 |
|