Wintrust Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $159K | Sell |
535
-385
| -42% | -$114K | 0.14% | 119 |
|
|
2024
Q3 | $249K | Sell |
920
-8,350
| -90% | -$2.26M | 0.18% | 107 |
|
|
2024
Q2 | $2.15M | Sell |
9,270
-335
| -3% | -$77.6K | 0.17% | 114 |
|
|
2024
Q1 | $2.19M | Sell |
9,605
-343
| -3% | -$78.1K | 0.19% | 110 |
|
|
2023
Q4 | $1.86M | Sell |
9,948
-273
| -3% | -$51.2K | 0.18% | 118 |
|
|
2023
Q3 | $1.53M | Sell |
10,221
-242
| -2% | -$36.1K | 0.16% | 129 |
|
|
2023
Q2 | $1.82M | Sell |
10,463
-440
| -4% | -$76.7K | 0.18% | 110 |
|
|
2023
Q1 | $1.8M | Buy |
10,903
+176
| +2% | +$29K | 0.23% | 84 |
|
|
2022
Q4 | $1.59M | Buy |
10,727
+121
| +1% | +$17.9K | 0.21% | 100 |
|
|
2022
Q3 | $1.43M | Buy |
10,606
+367
| +4% | +$49.5K | 0.18% | 110 |
|
|
2022
Q2 | $1.42M | Sell |
10,239
-596
| -6% | -$82.6K | 0.17% | 114 |
|
|
2022
Q1 | $2.03M | Sell |
10,835
-124
| -1% | -$23.2K | 0.2% | 96 |
|
|
2021
Q4 | $1.79M | Sell |
10,959
-393
| -3% | -$64.3K | 0.17% | 113 |
|
|
2021
Q3 | $1.9M | Sell |
11,352
-23
| -0.2% | -$3.85K | 0.26% | 74 |
|
|
2021
Q2 | $1.88M | Buy |
+11,375
| New | +$1.88M | 0.19% | 104 |
|
|
2020
Q3 | – | Sell |
-11,141
| Closed | -$1.06M | – | 352 |
|
|
2020
Q2 | $1.06M | Buy |
11,141
+1,032
| +10% | +$98.3K | 0.15% | 113 |
|
|
2020
Q1 | $865K | Buy |
10,109
+130
| +1% | +$11.1K | 0.14% | 118 |
|
|
2019
Q4 | $1.24M | Buy |
9,979
+165
| +2% | +$20.5K | 0.17% | 105 |
|
|
2019
Q3 | $1.16M | Sell |
9,814
-48
| -0.5% | -$5.68K | 0.17% | 109 |
|
|
2019
Q2 | $1.22M | Buy |
9,862
+2,688
| +37% | +$332K | 0.18% | 102 |
|
|
2019
Q1 | $784K | Buy |
7,174
+1,030
| +17% | +$113K | 0.13% | 142 |
|
|
2018
Q4 | $586K | Buy |
6,144
+364
| +6% | +$34.7K | 0.11% | 161 |
|
|
2018
Q3 | $616K | Sell |
5,780
-475
| -8% | -$50.6K | 0.1% | 188 |
|
|
2018
Q2 | $613K | Sell |
6,255
-275
| -4% | -$27K | 0.11% | 179 |
|
|
2018
Q1 | $609K | Sell |
6,530
-6,225
| -49% | -$581K | 0.15% | 123 |
|
|
2017
Q4 | $1.27M | Hold |
12,755
| – | – | 0.3% | 77 |
|
|
2017
Q3 | $1.15M | Sell |
12,755
-102
| -0.8% | -$9.23K | 0.29% | 77 |
|
|
2017
Q2 | $1.08M | Sell |
12,857
-2,380
| -16% | -$200K | 0.29% | 84 |
|
|
2017
Q1 | $1.21M | Buy |
15,237
+9,342
| +158% | +$739K | 0.34% | 69 |
|
|
2016
Q4 | $437K | Sell |
5,895
-5,380
| -48% | -$399K | 0.18% | 116 |
|
|
2016
Q3 | $742K | Buy |
11,275
+6,260
| +125% | +$412K | 0.34% | 52 |
|
|
2016
Q2 | $5K | Buy |
+5,015
| New | +$5K | 0.01% | 170 |
|