Wealthspire Advisors (Maryland)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $781K | Buy |
7,791
+912
| +13% | +$91.4K | 0.03% | 212 |
|
|
2020
Q2 | $655K | Sell |
6,879
-849
| -11% | -$80.8K | 0.05% | 211 |
|
|
2020
Q1 | $662K | Sell |
7,728
-274
| -3% | -$23.5K | 0.06% | 198 |
|
|
2019
Q4 | $996K | Sell |
8,002
-1,466
| -15% | -$182K | 0.07% | 172 |
|
|
2019
Q3 | $1.12M | Sell |
9,468
-352
| -4% | -$41.6K | 0.08% | 128 |
|
|
2019
Q2 | $1.21M | Sell |
9,820
-45
| -0.5% | -$5.55K | 0.09% | 119 |
|
|
2019
Q1 | $1.08M | Sell |
9,865
-141
| -1% | -$15.4K | 0.08% | 129 |
|
|
2018
Q4 | $954K | Buy |
10,006
+706
| +8% | +$67.3K | 0.08% | 128 |
|
|
2018
Q3 | $990K | Buy |
9,300
+361
| +4% | +$38.4K | 0.08% | 139 |
|
|
2018
Q2 | $876K | Buy |
8,939
+129
| +1% | +$12.6K | 0.08% | 142 |
|
|
2018
Q1 | $822K | Sell |
8,810
-587
| -6% | -$54.8K | 0.08% | 159 |
|
|
2017
Q4 | $933K | Buy |
9,397
+612
| +7% | +$60.8K | 0.09% | 143 |
|
|
2017
Q3 | $795K | Buy |
8,785
+3,116
| +55% | +$282K | 0.09% | 150 |
|
|
2017
Q2 | $478K | Buy |
5,669
+554
| +11% | +$46.7K | 0.06% | 236 |
|
|
2017
Q1 | $405K | Buy |
5,115
+128
| +3% | +$10.1K | 0.06% | 224 |
|
|
2016
Q4 | $369K | Buy |
4,987
+1,597
| +47% | +$118K | 0.06% | 233 |
|
|
2016
Q3 | $217K | Sell |
3,390
-144
| -4% | -$9.22K | 0.03% | 356 |
|
|
2016
Q2 | $215K | Buy |
3,534
+12
| +0.3% | +$730 | 0.04% | 343 |
|
|
2016
Q1 | $216K | Sell |
3,522
-2,536
| -42% | -$156K | 0.04% | 342 |
|
|
2015
Q4 | $421K | Buy |
+6,058
| New | +$421K | 0.08% | 183 |
|