YorkBridge Wealth Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $637K | Hold |
4,312
| – | – | 0.16% | 109 |
|
|
2022
Q3 | $582K | Hold |
4,312
| – | – | 0.15% | 111 |
|
|
2022
Q2 | $598K | Sell |
4,312
-10
| -0.2% | -$1.39K | 0.16% | 114 |
|
|
2022
Q1 | $808K | Hold |
4,322
| – | – | 0.18% | 100 |
|
|
2021
Q4 | $707K | Sell |
4,322
-200
| -4% | -$32.7K | 0.16% | 108 |
|
|
2021
Q3 | $758K | Sell |
4,522
-136
| -3% | -$22.8K | 0.19% | 97 |
|
|
2021
Q2 | $770K | Sell |
4,658
-99
| -2% | -$16.4K | 0.2% | 93 |
|
|
2021
Q1 | $673K | Sell |
4,757
-78
| -2% | -$11K | 0.2% | 92 |
|
|
2020
Q4 | $585K | Sell |
4,835
-595
| -11% | -$72K | 0.2% | 93 |
|
|
2020
Q3 | $544K | Sell |
5,430
-352
| -6% | -$35.3K | 0.23% | 89 |
|
|
2020
Q2 | $550K | Buy |
5,782
+467
| +9% | +$44.4K | 0.25% | 84 |
|
|
2020
Q1 | $455K | Sell |
5,315
-183
| -3% | -$15.7K | 0.28% | 85 |
|
|
2019
Q4 | $684K | Sell |
5,498
-44
| -0.8% | -$5.47K | 0.31% | 82 |
|
|
2019
Q3 | $656K | Sell |
5,542
-194
| -3% | -$23K | 0.33% | 81 |
|
|
2019
Q2 | $708K | Sell |
5,736
-307
| -5% | -$37.9K | 0.31% | 75 |
|
|
2019
Q1 | $660K | Sell |
6,043
-5,509
| -48% | -$602K | 0.3% | 75 |
|
|
2018
Q4 | $1.1M | Sell |
11,552
-374
| -3% | -$35.6K | 0.58% | 50 |
|
|
2018
Q3 | $1.29M | Sell |
11,926
-256
| -2% | -$27.6K | 0.59% | 50 |
|
|
2018
Q2 | $1.19M | Sell |
12,182
-233
| -2% | -$22.8K | 0.52% | 53 |
|
|
2018
Q1 | $1.16M | Buy |
12,415
+118
| +1% | +$11K | 0.53% | 53 |
|
|
2017
Q4 | $1.13M | Sell |
12,297
-265
| -2% | -$24.4K | 0.55% | 49 |
|
|
2017
Q3 | $1.14M | Sell |
12,562
-56
| -0.4% | -$5.06K | 0.59% | 46 |
|
|
2017
Q2 | $1.07M | Sell |
12,618
-25
| -0.2% | -$2.13K | 0.57% | 50 |
|
|
2017
Q1 | $1.01M | Buy |
12,643
+245
| +2% | +$19.5K | 0.53% | 52 |
|
|
2016
Q4 | $903K | Buy |
+12,398
| New | +$903K | 0.53% | 53 |
|