Wheatland Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,400
| Closed | -$548K | – | 42 |
|
|
2019
Q4 | $548K | Sell |
4,400
-200
| -4% | -$24.9K | 0.7% | 52 |
|
|
2019
Q3 | $544K | Sell |
4,600
-600
| -12% | -$71K | 0.49% | 66 |
|
|
2019
Q2 | $642K | Hold |
5,200
| – | – | 0.48% | 63 |
|
|
2019
Q1 | $568K | Buy |
5,200
+1,100
| +27% | +$120K | 0.43% | 65 |
|
|
2018
Q4 | $391K | Hold |
4,100
| – | – | 0.34% | 72 |
|
|
2018
Q3 | $437K | Hold |
4,100
| – | – | 0.33% | 76 |
|
|
2018
Q2 | $402K | Hold |
4,100
| – | – | 0.32% | 75 |
|
|
2018
Q1 | $382K | Hold |
4,100
| – | – | 0.32% | 78 |
|
|
2017
Q4 | $407K | Hold |
4,100
| – | – | 0.33% | 78 |
|
|
2017
Q3 | $371K | Hold |
4,100
| – | – | 0.32% | 77 |
|
|
2017
Q2 | $345K | Hold |
4,100
| – | – | 0.31% | 77 |
|
|
2017
Q1 | $324K | Hold |
4,100
| – | – | 0.29% | 78 |
|
|
2016
Q4 | $304K | Hold |
4,100
| – | – | 0.27% | 76 |
|
|
2016
Q3 | $263K | Hold |
4,100
| – | – | 0.25% | 79 |
|
|
2016
Q2 | $249K | Hold |
4,100
| – | – | 0.24% | 83 |
|
|
2016
Q1 | $252K | Hold |
4,100
| – | – | 0.26% | 81 |
|
|
2015
Q4 | $285K | Hold |
4,100
| – | – | 0.29% | 74 |
|
|
2015
Q3 | $304K | Hold |
4,100
| – | – | 0.33% | 71 |
|
|
2015
Q2 | $319K | Hold |
4,100
| – | – | 0.31% | 75 |
|
|
2015
Q1 | $320K | Hold |
4,100
| – | – | 0.32% | 71 |
|
|
2014
Q4 | $381K | Hold |
4,100
| – | – | 0.37% | 68 |
|
|
2014
Q3 | $359K | Hold |
4,100
| – | – | 0.36% | 67 |
|
|
2014
Q2 | $389K | Hold |
4,100
| – | – | 0.35% | 70 |
|
|
2014
Q1 | $369K | Hold |
4,100
| – | – | 0.38% | 66 |
|
|
2013
Q4 | $372K | Buy |
+4,100
| New | +$372K | 0.39% | 67 |
|