Wealthstreet Investment Advisors’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 |
-31,272
| Closed | -$4.42M | – | 107 |
|
|
2021
Q1 | $4.42M | Sell |
31,272
-30
| -0.1% | -$4.24K | 0.43% | 57 |
|
|
2020
Q4 | $3.79M | Sell |
31,302
-84
| -0.3% | -$10.2K | 0.38% | 63 |
|
|
2020
Q3 | $3.15M | Sell |
31,386
-250
| -0.8% | -$25.1K | 0.35% | 66 |
|
|
2020
Q2 | $3.01M | Buy |
31,636
+50
| +0.2% | +$4.76K | 0.37% | 65 |
|
|
2020
Q1 | $2.7M | Buy |
31,586
+3,300
| +12% | +$283K | 0.4% | 57 |
|
|
2019
Q4 | $3.52M | Hold |
28,286
| – | – | 0.41% | 62 |
|
|
2019
Q3 | $3.32M | Sell |
28,286
-2,600
| -8% | -$305K | 0.42% | 62 |
|
|
2019
Q2 | $3.81M | Sell |
30,886
-450
| -1% | -$55.6K | 0.49% | 56 |
|
|
2019
Q1 | $3.43M | Hold |
31,336
| – | – | 0.45% | 60 |
|
|
2018
Q4 | $3.15M | Hold |
31,336
| – | – | 0.44% | 61 |
|
|
2018
Q3 | $3.34M | Sell |
31,336
-510
| -2% | -$54.3K | 0.41% | 64 |
|
|
2018
Q2 | $3.12M | Sell |
31,846
-300
| -0.9% | -$29.4K | 0.41% | 66 |
|
|
2018
Q1 | $3M | Buy |
32,146
+5,994
| +23% | +$559K | 0.38% | 65 |
|
|
2017
Q4 | $2.6M | Buy |
+26,152
| New | +$2.6M | 0.31% | 78 |
|