WealthSource Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $702K | Buy |
3,746
+35
| +0.9% | +$6.56K | 0.05% | 249 |
|
|
2023
Q3 | $554K | Sell |
3,711
-4
| -0.1% | -$597 | 0.04% | 286 |
|
|
2023
Q2 | $647K | Sell |
3,715
-2,606
| -41% | -$454K | 0.04% | 262 |
|
|
2023
Q1 | $1.04M | Buy |
6,321
+4
| +0.1% | +$660 | 0.07% | 193 |
|
|
2022
Q4 | $933K | Buy |
6,317
+514
| +9% | +$75.9K | 0.07% | 202 |
|
|
2022
Q3 | $783K | Buy |
5,803
+643
| +12% | +$86.8K | 0.06% | 227 |
|
|
2022
Q2 | $715K | Sell |
5,160
-26
| -0.5% | -$3.6K | 0.05% | 245 |
|
|
2022
Q1 | $970K | Buy |
5,186
+79
| +2% | +$14.8K | 0.07% | 224 |
|
|
2021
Q4 | $836K | Sell |
5,107
-349
| -6% | -$57.1K | 0.07% | 212 |
|
|
2021
Q3 | $914K | Buy |
5,456
+369
| +7% | +$61.8K | 0.08% | 183 |
|
|
2021
Q2 | $841K | Buy |
5,087
+1,314
| +35% | +$217K | 0.07% | 189 |
|
|
2021
Q1 | $534K | Buy |
3,773
+1,301
| +53% | +$184K | 0.05% | 235 |
|
|
2020
Q4 | $299K | Buy |
2,472
+227
| +10% | +$27.5K | 0.03% | 290 |
|
|
2020
Q3 | $225K | Sell |
2,245
-12
| -0.5% | -$1.2K | 0.03% | 312 |
|
|
2020
Q2 | $215K | Sell |
2,257
-890
| -28% | -$84.8K | 0.03% | 300 |
|
|
2020
Q1 | $269K | Buy |
+3,147
| New | +$269K | 0.04% | 256 |
|