Wealthcare Capital Management’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 | – | Sell |
-132
| Closed | -$19K | – | 131 |
|
|
2021
Q1 | $19K | Buy |
+132
| New | +$19K | ﹤0.01% | 214 |
|
|
2020
Q1 | – | Sell |
-55
| Closed | -$7K | – | 280 |
|
|
2019
Q4 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 210 |
|
|
2015
Q4 | – | Sell |
-604
| Closed | -$45K | – | 222 |
|
|
2015
Q3 | $45K | Hold |
604
| – | – | 0.01% | 95 |
|
|
2015
Q2 | $47K | Sell |
604
-37
| -6% | -$2.88K | 0.01% | 106 |
|
|
2015
Q1 | $50K | Buy |
641
+37
| +6% | +$2.89K | 0.01% | 248 |
|
|
2014
Q4 | $56K | Hold |
604
| – | – | 0.01% | 82 |
|
|
2014
Q3 | $53K | Hold |
604
| – | – | 0.01% | 83 |
|
|
2014
Q2 | $57K | Hold |
604
| – | – | 0.01% | 78 |
|
|
2014
Q1 | $54K | Sell |
604
-59
| -9% | -$5.28K | 0.01% | 79 |
|
|
2013
Q4 | $60K | Hold |
663
| – | – | 0.01% | 41 |
|
|
2013
Q3 | $50K | Hold |
663
| – | – | 0.01% | 43 |
|
|
2013
Q2 | $50K | Buy |
+663
| New | +$50K | 0.01% | 42 |
|