Wealthstreet Investment Advisors’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-31,272	Closed	-$4.42M	–	107
2021 Q1	$4.42M	Sell	31,272 -30	-0.1%	-$3.96K	0.43%	57
2020 Q4	$3.79M	Sell	31,302 -84	-0.3%	-$9.3K	0.38%	63
2020 Q3	$3.15M	Sell	31,386 -250	-0.8%	-$24.6K	0.35%	66
2020 Q2	$3.01M	Buy	31,636 +50	+0.2%	+$4.6K	0.37%	65
2020 Q1	$2.7M	Buy	31,586 +3,300	+12%	+$384K	0.4%	57
2019 Q4	$3.52M	Hold	28,286	–	–	0.41%	62
2019 Q3	$3.32M	Sell	28,286 -2,600	-8%	-$319K	0.42%	62
2019 Q2	$3.81M	Sell	30,886 -450	-1%	-$52.9K	0.49%	56
2019 Q1	$3.42M	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%	-$53K	0.41%	64
2018 Q2	$3.12M	Sell	31,846 -300	-0.9%	-$29.5K	0.41%	66
2018 Q1	$3M	Buy	32,146 +5,994	+23%	+$581K	0.38%	65
2017 Q4	$2.6M	Buy	+26,152	New	+$2.49M	0.31%	78