Wealthfront’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.72M | Buy |
34,949
+5,983
| +21% | +$637K | 0.04% | 81 |
|
|
2018
Q2 | $2.84M | Sell |
28,966
-2,421
| -8% | -$237K | 0.03% | 89 |
|
|
2018
Q1 | $2.93M | Buy |
31,387
+1,409
| +5% | +$131K | 0.03% | 94 |
|
|
2017
Q4 | $2.98M | Buy |
29,978
+3,165
| +12% | +$314K | 0.03% | 82 |
|
|
2017
Q3 | $2.43M | Buy |
26,813
+3,789
| +16% | +$343K | 0.03% | 94 |
|
|
2017
Q2 | $1.94M | Buy |
23,024
+1,294
| +6% | +$109K | 0.03% | 99 |
|
|
2017
Q1 | $1.72M | Buy |
21,730
+4,238
| +24% | +$335K | 0.03% | 92 |
|
|
2016
Q4 | $1.3M | Buy |
17,492
+3,848
| +28% | +$285K | 0.03% | 96 |
|
|
2016
Q3 | $874K | Buy |
13,644
+3,267
| +31% | +$209K | 0.02% | 114 |
|
|
2016
Q2 | $631K | Buy |
10,377
+2,223
| +27% | +$135K | 0.02% | 139 |
|
|
2016
Q1 | $501K | Buy |
8,154
+1,047
| +15% | +$64.3K | 0.02% | 150 |
|
|
2015
Q4 | $494K | Sell |
7,107
-831
| -10% | -$57.8K | 0.02% | 146 |
|
|
2015
Q3 | $588K | Buy |
7,938
+3,061
| +63% | +$227K | 0.02% | 118 |
|
|
2015
Q2 | $379K | Buy |
4,877
+2,385
| +96% | +$185K | 0.02% | 149 |
|
|
2015
Q1 | $195K | Buy |
2,492
+88
| +4% | +$6.89K | 0.01% | 250 |
|
|
2014
Q4 | $224K | Sell |
2,404
-1,187
| -33% | -$111K | 0.01% | 184 |
|
|
2014
Q3 | $314K | Buy |
3,591
+676
| +23% | +$59.1K | 0.02% | 90 |
|
|
2014
Q2 | $279K | Buy |
2,915
+375
| +15% | +$35.9K | 0.02% | 74 |
|
|
2014
Q1 | $232K | Buy |
+2,540
| New | +$232K | 0.03% | 48 |
|