V Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,575
| Closed | -$449K | – | 135 |
|
|
2023
Q2 | $449K | Sell |
2,575
-16
| -0.6% | -$2.79K | 0.07% | 217 |
|
|
2023
Q1 | $427K | Sell |
2,591
-139
| -5% | -$22.9K | 0.08% | 221 |
|
|
2022
Q4 | $403K | Buy |
2,730
+440
| +19% | +$65K | 0.08% | 224 |
|
|
2022
Q3 | $309K | Sell |
2,290
-2,153
| -48% | -$291K | 0.06% | 276 |
|
|
2022
Q2 | $616K | Sell |
4,443
-108
| -2% | -$15K | 0.12% | 190 |
|
|
2022
Q1 | $851K | Sell |
4,551
-860
| -16% | -$161K | 0.14% | 169 |
|
|
2021
Q4 | $885K | Buy |
5,411
+43
| +0.8% | +$7.03K | 0.13% | 173 |
|
|
2021
Q3 | $900K | Buy |
5,368
+89
| +2% | +$14.9K | 0.14% | 163 |
|
|
2021
Q2 | $872K | Buy |
5,279
+538
| +11% | +$88.9K | 0.14% | 169 |
|
|
2021
Q1 | $670K | Buy |
4,741
+204
| +4% | +$28.8K | 0.12% | 190 |
|
|
2020
Q4 | $549K | Buy |
4,537
+2,435
| +116% | +$295K | 0.11% | 193 |
|
|
2020
Q3 | $211K | Sell |
2,102
-2,140
| -50% | -$215K | 0.15% | 160 |
|
|
2020
Q2 | $404K | Sell |
4,242
-1,406
| -25% | -$134K | 0.1% | 215 |
|
|
2020
Q1 | $483K | Buy |
+5,648
| New | +$483K | 0.15% | 156 |
|