Wealthfront’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.72M | Buy |
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|
2018
Q2 | $2.84M | Sell |
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|
2018
Q1 | $2.93M | Buy |
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|
2017
Q4 | $2.98M | Buy |
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|
2017
Q3 | $2.43M | Buy |
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|
2017
Q2 | $1.94M | Buy |
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|
2017
Q1 | $1.72M | Buy |
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|
2016
Q4 | $1.3M | Buy |
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|
2016
Q3 | $874K | Buy |
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|
2016
Q2 | $631K | Buy |
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|
2016
Q1 | $501K | Buy |
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|
2015
Q4 | $494K | Sell |
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|
2015
Q3 | $588K | Buy |
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|
2015
Q2 | $379K | Buy |
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|
2015
Q1 | $195K | Buy |
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|
2014
Q4 | $224K | Sell |
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|
2014
Q3 | $314K | Buy |
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|
2014
Q2 | $279K | Buy |
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|
2014
Q1 | $232K | Buy |
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