WC
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Whitnell & Co’s American Express AXP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$223K Hold
1,792
0.07% 145
2019
Q3
$212K Buy
1,792
+1
+0.1% +$118 0.07% 146
2019
Q2
$221K Hold
1,791
0.08% 136
2019
Q1
$196K Buy
1,791
+1
+0.1% +$109 0.08% 144
2018
Q4
$171K Hold
1,790
0.08% 141
2018
Q3
$191K Buy
1,790
+1
+0.1% +$107 0.08% 128
2018
Q2
$175K Sell
1,789
-189
-10% -$18.5K 0.07% 130
2018
Q1
$185K Buy
1,978
+90
+5% +$8.42K 0.08% 128
2017
Q4
$187K Sell
1,888
-899
-32% -$89K 0.08% 127
2017
Q3
$252K Sell
2,787
-290
-9% -$26.2K 0.11% 117
2017
Q2
$259K Buy
3,077
+1
+0% +$84 0.11% 119
2017
Q1
$243K Sell
3,076
-149
-5% -$11.8K 0.11% 118
2016
Q4
$239K Sell
3,225
-125
-4% -$9.26K 0.11% 118
2016
Q3
$215K Sell
3,350
-224
-6% -$14.4K 0.07% 133
2016
Q2
$217K Buy
3,574
+1
+0% +$61 0.07% 133
2016
Q1
$219K Sell
3,573
-124
-3% -$7.6K 0.08% 135
2015
Q4
$257K Sell
3,697
-500
-12% -$34.8K 0.1% 128
2015
Q3
$311K Sell
4,197
-99
-2% -$7.34K 0.12% 119
2015
Q2
$334K Sell
4,296
-100
-2% -$7.78K 0.12% 118
2015
Q1
$343K Buy
4,396
+1
+0% +$78 0.13% 111
2014
Q4
$409K Sell
4,395
-400
-8% -$37.2K 0.15% 108
2014
Q3
$420K Buy
4,795
+226
+5% +$19.8K 0.17% 107
2014
Q2
$433K Hold
4,569
0.2% 108
2014
Q1
$411K Sell
4,569
-134
-3% -$12.1K 0.19% 111
2013
Q4
$427K Sell
4,703
-400
-8% -$36.3K 0.2% 110
2013
Q3
$385K Sell
5,103
-125
-2% -$9.43K 0.19% 113
2013
Q2
$391K Buy
+5,228
New +$391K 0.19% 108