WC
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 |
|