WEC
Winslow Evans & Crocker’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $342K | Sell |
2,830
-696
| -20% | -$84.1K | 0.06% | 245 |
|
|
2020
Q3 | $354K | Sell |
3,526
-215
| -6% | -$21.6K | 0.09% | 207 |
|
|
2020
Q2 | $356K | Buy |
3,741
+199
| +6% | +$18.9K | 0.1% | 204 |
|
|
2020
Q1 | $306K | Hold |
3,542
| – | – | 0.1% | 188 |
|
|
2019
Q4 | $444K | Sell |
3,542
-218
| -6% | -$27.3K | 0.11% | 188 |
|
|
2019
Q3 | $448K | Sell |
3,760
-38
| -1% | -$4.53K | 0.13% | 181 |
|
|
2019
Q2 | $472K | Buy |
3,798
+14
| +0.4% | +$1.74K | 0.13% | 175 |
|
|
2019
Q1 | $416K | Buy |
3,784
+16
| +0.4% | +$1.76K | 0.12% | 181 |
|
|
2018
Q4 | $360K | Hold |
3,768
| – | – | 0.12% | 177 |
|
|
2018
Q3 | $404K | Hold |
3,768
| – | – | 0.12% | 178 |
|
|
2018
Q2 | $370K | Hold |
3,768
| – | – | 0.12% | 182 |
|
|
2018
Q1 | $351K | Sell |
3,768
-116
| -3% | -$10.8K | 0.11% | 182 |
|
|
2017
Q4 | $386K | Hold |
3,884
| – | – | 0.12% | 174 |
|
|
2017
Q3 | $351K | Buy |
3,884
+2
| +0.1% | +$181 | 0.12% | 188 |
|
|
2017
Q2 | $327K | Sell |
3,882
-2
| -0.1% | -$168 | 0.09% | 237 |
|
|
2017
Q1 | $307K | Sell |
3,884
-742
| -16% | -$58.7K | 0.1% | 223 |
|
|
2016
Q4 | $343K | Buy |
4,626
+104
| +2% | +$7.7K | 0.11% | 196 |
|
|
2016
Q3 | $290K | Sell |
4,522
-710
| -14% | -$45.5K | 0.08% | 241 |
|
|
2016
Q2 | $318K | Buy |
5,232
+56
| +1% | +$3.4K | 0.09% | 206 |
|
|
2016
Q1 | $318K | Sell |
5,176
-2
| -0% | -$123 | 0.1% | 194 |
|
|
2015
Q4 | $360K | Hold |
5,178
| – | – | 0.1% | 206 |
|
|
2015
Q3 | $384K | Sell |
5,178
-164
| -3% | -$12.2K | 0.12% | 176 |
|
|
2015
Q2 | $415K | Buy |
5,342
+1,128
| +27% | +$87.7K | 0.12% | 188 |
|
|
2015
Q1 | $329K | Buy |
4,214
+2,550
| +153% | +$199K | 0.09% | 224 |
|
|
2014
Q4 | $155K | Sell |
1,664
-168
| -9% | -$15.6K | 0.04% | 323 |
|
|
2014
Q3 | $160K | Buy |
1,832
+169
| +10% | +$14.8K | 0.05% | 340 |
|
|
2014
Q2 | $158K | Hold |
1,663
| – | – | 0.05% | 295 |
|
|
2014
Q1 | $150K | Hold |
1,663
| – | – | 0.05% | 296 |
|
|
2013
Q4 | $151K | Buy |
+1,663
| New | +$151K | 0.05% | 310 |
|