WWM
Willingdon Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-35
| Closed | -$4K | – | 293 |
|
|
2019
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 282 |
|
|
2019
Q3 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 282 |
|
|
2019
Q2 | – | Sell |
-17
| Closed | -$2K | – | 307 |
|
|
2019
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 300 |
|
|
2018
Q2 | – | Sell |
-74
| Closed | -$7K | – | 322 |
|
|
2018
Q1 | $7K | Hold |
74
| – | – | ﹤0.01% | 277 |
|
|
2017
Q4 | $7K | Hold |
74
| – | – | ﹤0.01% | 261 |
|
|
2017
Q3 | $7K | Buy |
+74
| New | +$7K | ﹤0.01% | 238 |
|
|
2015
Q4 | – | Sell |
-24,964
| Closed | -$1.85M | – | 82 |
|
|
2015
Q3 | $1.85M | Sell |
24,964
-7,103
| -22% | -$527K | 2.2% | 11 |
|
|
2015
Q2 | $2.49M | Buy |
32,067
+24,967
| +352% | +$1.94M | 2.39% | 5 |
|
|
2015
Q1 | $555K | Buy |
+7,100
| New | +$555K | 0.46% | 75 |
|