1834 Investment Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $374K | Buy |
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|
2023
Q1 | $258K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $2.74M | Sell |
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|
2021
Q4 | $3.02M | Sell |
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|
2021
Q3 | $3.21M | Sell |
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|
2021
Q2 | $7.98M | Sell |
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|
2021
Q1 | $7.13M | Sell |
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|
2020
Q4 | $6.37M | Sell |
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|
2020
Q3 | $5.39M | Buy |
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|
2020
Q2 | $4.89M | Buy |
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|
2020
Q1 | $4.33M | Buy |
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|
2019
Q4 | $1.98M | Buy |
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|
2019
Q3 | $355K | Hold |
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|
2019
Q2 | $370K | Hold |
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|
2019
Q1 | $328K | Hold |
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|
2018
Q4 | $286K | Hold |
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|
2018
Q3 | $319K | Hold |
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|
2018
Q2 | $294K | Hold |
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|
2018
Q1 | $280K | Sell |
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|
2017
Q4 | $318K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $227K | Buy |
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|
2014
Q4 | $213K | Hold |
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|
2014
Q3 | $200K | Hold |
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|
2014
Q2 | $217K | Hold |
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|
2014
Q1 | $206K | Hold |
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|
2013
Q4 | $208K | Buy |
|