WealthTrust-Arizona’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $100K | Hold |
1,054
| – | – | 0.06% | 99 |
|
|
2018
Q3 | $112K | Sell |
1,054
-33
| -3% | -$3.51K | 0.05% | 95 |
|
|
2018
Q2 | $107K | Sell |
1,087
-67
| -6% | -$6.6K | 0.06% | 92 |
|
|
2018
Q1 | $108K | Buy |
1,154
+1
| +0.1% | +$94 | 0.06% | 91 |
|
|
2017
Q4 | $115K | Hold |
1,153
| – | – | 0.06% | 95 |
|
|
2017
Q3 | $104K | Hold |
1,153
| – | – | 0.05% | 96 |
|
|
2017
Q2 | $97K | Buy |
1,153
+1
| +0.1% | +$84 | 0.05% | 96 |
|
|
2017
Q1 | $91K | Hold |
1,152
| – | – | 0.05% | 96 |
|
|
2016
Q4 | $85K | Buy |
1,152
+165
| +17% | +$12.2K | 0.05% | 104 |
|
|
2016
Q3 | $63K | Buy |
987
+28
| +3% | +$1.79K | 0.04% | 123 |
|
|
2016
Q2 | $58K | Hold |
959
| – | – | 0.04% | 135 |
|
|
2016
Q1 | $59K | Buy |
959
+355
| +59% | +$21.8K | 0.04% | 133 |
|
|
2015
Q4 | $42K | Sell |
604
-45
| -7% | -$3.13K | 0.03% | 169 |
|
|
2015
Q3 | $48K | Sell |
649
-198
| -23% | -$14.6K | 0.03% | 148 |
|
|
2015
Q2 | $66K | Hold |
847
| – | – | 0.04% | 133 |
|
|
2015
Q1 | $66K | Buy |
847
+303
| +56% | +$23.6K | 0.04% | 134 |
|
|
2014
Q4 | $51K | Hold |
544
| – | – | 0.04% | 146 |
|
|
2014
Q3 | $48K | Buy |
544
+115
| +27% | +$10.1K | 0.05% | 159 |
|
|
2014
Q2 | $41K | Sell |
429
-14
| -3% | -$1.34K | 0.04% | 193 |
|
|
2014
Q1 | $40K | Sell |
443
-246
| -36% | -$22.2K | 0.05% | 186 |
|
|
2013
Q4 | $63K | Sell |
689
-19
| -3% | -$1.74K | 0.07% | 125 |
|
|
2013
Q3 | $53K | Buy |
708
+25
| +4% | +$1.87K | 0.07% | 130 |
|
|
2013
Q2 | $51K | Buy |
+683
| New | +$51K | 0.07% | 135 |
|