Wealthcare Advisory Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
4,481
+65
| +1% | +$20.7K | 0.03% | 405 |
|
|
2025
Q1 | $1.19M | Sell |
4,416
-515
| -10% | -$139K | 0.03% | 408 |
|
|
2024
Q4 | $1.46M | Buy |
4,931
+133
| +3% | +$39.5K | 0.04% | 336 |
|
|
2024
Q3 | $1.3M | Buy |
4,798
+435
| +10% | +$118K | 0.04% | 355 |
|
|
2024
Q2 | $1.01M | Sell |
4,363
-187
| -4% | -$43.3K | 0.03% | 378 |
|
|
2024
Q1 | $1.04M | Buy |
4,550
+266
| +6% | +$60.6K | 0.03% | 349 |
|
|
2023
Q4 | $802K | Sell |
4,284
-26
| -0.6% | -$4.87K | 0.03% | 374 |
|
|
2023
Q3 | $643K | Buy |
4,310
+1,024
| +31% | +$153K | 0.03% | 371 |
|
|
2023
Q2 | $572K | Buy |
3,286
+590
| +22% | +$103K | 0.03% | 411 |
|
|
2023
Q1 | $445K | Buy |
2,696
+397
| +17% | +$65.5K | 0.02% | 486 |
|
|
2022
Q4 | $340K | Buy |
2,299
+364
| +19% | +$53.8K | 0.02% | 504 |
|
|
2022
Q3 | $261K | Buy |
1,935
+308
| +19% | +$41.5K | 0.01% | 520 |
|
|
2022
Q2 | $226K | Sell |
1,627
-43
| -3% | -$5.97K | 0.01% | 501 |
|
|
2022
Q1 | $312K | Buy |
1,670
+52
| +3% | +$9.72K | 0.02% | 406 |
|
|
2021
Q4 | $265K | Sell |
1,618
-47
| -3% | -$7.7K | 0.02% | 475 |
|
|
2021
Q3 | $279K | Buy |
1,665
+257
| +18% | +$43.1K | 0.02% | 440 |
|
|
2021
Q2 | $233K | Sell |
1,408
-575
| -29% | -$95.2K | 0.02% | 480 |
|
|
2021
Q1 | $280K | Buy |
+1,983
| New | +$280K | 0.02% | 411 |
|
|
2020
Q2 | – | Sell |
-1,723
| Closed | -$148K | – | 394 |
|
|
2020
Q1 | $148K | Buy |
1,723
+29
| +2% | +$2.49K | 0.02% | 312 |
|
|
2019
Q4 | $211K | Buy |
1,694
+2
| +0.1% | +$249 | 0.03% | 291 |
|
|
2019
Q3 | $200K | Buy |
1,692
+104
| +7% | +$12.3K | 0.03% | 275 |
|
|
2019
Q2 | $196K | Buy |
1,588
+52
| +3% | +$6.42K | 0.03% | 272 |
|
|
2019
Q1 | $168K | Buy |
1,536
+1
| +0.1% | +$109 | 0.03% | 262 |
|
|
2018
Q4 | $146K | Sell |
1,535
-75
| -5% | -$7.13K | 0.03% | 252 |
|
|
2018
Q3 | $171K | Buy |
1,610
+745
| +86% | +$79.1K | 0.03% | 247 |
|
|
2018
Q2 | $85K | Buy |
865
+503
| +139% | +$49.4K | 0.02% | 364 |
|
|
2018
Q1 | $34K | Sell |
362
-10
| -3% | -$939 | 0.01% | 464 |
|
|
2017
Q4 | $37K | Buy |
372
+238
| +178% | +$23.7K | 0.01% | 423 |
|
|
2017
Q3 | $12K | Buy |
134
+133
| +13,300% | +$11.9K | ﹤0.01% | 507 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 105 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 103 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 101 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 81 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 106 |
|