Wagner Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,033
| Closed | -$139K | – | 269 |
|
|
2022
Q3 | $139K | Sell |
1,033
-26
| -2% | -$3.5K | 0.1% | 122 |
|
|
2022
Q2 | $147K | Sell |
1,059
-58
| -5% | -$8.05K | 0.12% | 120 |
|
|
2022
Q1 | $209K | Buy |
1,117
+303
| +37% | +$56.7K | 0.15% | 122 |
|
|
2021
Q4 | $133K | Buy |
814
+152
| +23% | +$24.8K | 0.1% | 156 |
|
|
2021
Q3 | $115K | Buy |
662
+182
| +38% | +$31.6K | 0.09% | 159 |
|
|
2021
Q2 | $79K | Buy |
480
+430
| +860% | +$70.8K | 0.06% | 209 |
|
|
2021
Q1 | $7K | Buy |
+50
| New | +$7K | 0.01% | 496 |
|
|
2018
Q3 | $27K | Hold |
251
| – | – | 0.02% | 312 |
|
|
2018
Q2 | $25K | Buy |
251
+60
| +31% | +$5.98K | 0.02% | 292 |
|
|
2018
Q1 | $18K | Buy |
191
+10
| +6% | +$942 | 0.01% | 305 |
|
|
2017
Q4 | $18K | Buy |
+181
| New | +$18K | 0.01% | 315 |
|