Veritable’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 |
-26,710
| Closed | -$4.65M | – | 69 |
|
|
2023
Q2 | $4.65M | Sell |
26,710
-1,739
| -6% | -$303K | 0.07% | 133 |
|
|
2023
Q1 | $4.69M | Sell |
28,449
-66
| -0.2% | -$10.9K | 0.08% | 127 |
|
|
2022
Q4 | $4.21M | Sell |
28,515
-171
| -0.6% | -$25.3K | 0.07% | 140 |
|
|
2022
Q3 | $3.87M | Sell |
28,686
-6,028
| -17% | -$813K | 0.08% | 138 |
|
|
2022
Q2 | $4.81M | Buy |
34,714
+668
| +2% | +$92.6K | 0.09% | 125 |
|
|
2022
Q1 | $6.37M | Buy |
34,046
+172
| +0.5% | +$32.2K | 0.1% | 114 |
|
|
2021
Q4 | $5.54M | Buy |
33,874
+26
| +0.1% | +$4.25K | 0.08% | 126 |
|
|
2021
Q3 | $5.67M | Buy |
33,848
+184
| +0.5% | +$30.8K | 0.09% | 118 |
|
|
2021
Q2 | $5.56M | Buy |
33,664
+416
| +1% | +$68.7K | 0.09% | 120 |
|
|
2021
Q1 | $4.7M | Buy |
33,248
+673
| +2% | +$95.2K | 0.08% | 126 |
|
|
2020
Q4 | $3.94M | Sell |
32,575
-5,063
| -13% | -$612K | 0.07% | 130 |
|
|
2020
Q3 | $3.77M | Buy |
37,638
+1,243
| +3% | +$125K | 0.08% | 130 |
|
|
2020
Q2 | $3.47M | Sell |
36,395
-2,072
| -5% | -$197K | 0.07% | 131 |
|
|
2020
Q1 | $3.29M | Sell |
38,467
-2,621
| -6% | -$224K | 0.08% | 130 |
|
|
2019
Q4 | $5.12M | Buy |
41,088
+389
| +1% | +$48.4K | 0.09% | 125 |
|
|
2019
Q3 | $4.81M | Sell |
40,699
-2,174
| -5% | -$257K | 0.09% | 122 |
|
|
2019
Q2 | $5.29M | Sell |
42,873
-476
| -1% | -$58.8K | 0.11% | 114 |
|
|
2019
Q1 | $4.74M | Buy |
43,349
+2,321
| +6% | +$254K | 0.1% | 120 |
|
|
2018
Q4 | $3.91M | Sell |
41,028
-1,318
| -3% | -$126K | 0.09% | 126 |
|
|
2018
Q3 | $4.51M | Sell |
42,346
-487
| -1% | -$51.9K | 0.09% | 120 |
|
|
2018
Q2 | $4.2M | Sell |
42,833
-204
| -0.5% | -$20K | 0.09% | 127 |
|
|
2018
Q1 | $4.01M | Buy |
43,037
+1,369
| +3% | +$128K | 0.09% | 128 |
|
|
2017
Q4 | $4.14M | Buy |
41,668
+396
| +1% | +$39.3K | 0.08% | 125 |
|
|
2017
Q3 | $3.73M | Sell |
41,272
-1,582
| -4% | -$143K | 0.08% | 137 |
|
|
2017
Q2 | $3.61M | Sell |
42,854
-101
| -0.2% | -$8.51K | 0.08% | 139 |
|
|
2017
Q1 | $3.4M | Sell |
42,955
-1,575
| -4% | -$125K | 0.08% | 141 |
|
|
2016
Q4 | $3.3M | Sell |
44,530
-13,087
| -23% | -$970K | 0.08% | 143 |
|
|
2016
Q3 | $3.69M | Buy |
57,617
+1,668
| +3% | +$107K | 0.09% | 130 |
|
|
2016
Q2 | $3.4M | Sell |
55,949
-1,248
| -2% | -$75.8K | 0.09% | 133 |
|
|
2016
Q1 | $3.51M | Sell |
57,197
-6,372
| -10% | -$391K | 0.09% | 129 |
|
|
2015
Q4 | $4.42M | Buy |
63,569
+3,874
| +6% | +$269K | 0.12% | 118 |
|
|
2015
Q3 | $4.43M | Buy |
59,695
+1,748
| +3% | +$130K | 0.13% | 113 |
|
|
2015
Q2 | $4.5M | Sell |
57,947
-29,772
| -34% | -$2.31M | 0.12% | 118 |
|
|
2015
Q1 | $6.85M | Sell |
87,719
-2,577
| -3% | -$201K | 0.14% | 118 |
|
|
2014
Q4 | $8.4M | Sell |
90,296
-709
| -0.8% | -$66K | 0.17% | 104 |
|
|
2014
Q3 | $7.97M | Buy |
91,005
+877
| +1% | +$76.8K | 0.17% | 99 |
|
|
2014
Q2 | $8.55M | Sell |
90,128
-1,222
| -1% | -$116K | 0.18% | 92 |
|
|
2014
Q1 | $8.22M | Buy |
91,350
+349
| +0.4% | +$31.4K | 0.18% | 94 |
|
|
2013
Q4 | $8.26M | Sell |
91,001
-905
| -1% | -$82.1K | 0.18% | 96 |
|
|
2013
Q3 | $6.94M | Sell |
91,906
-29,182
| -24% | -$2.2M | 0.16% | 105 |
|
|
2013
Q2 | $9.05M | Buy |
+121,088
| New | +$9.05M | 0.22% | 72 |
|