Affinity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $327K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $729K | Sell |
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|
2019
Q4 | $2.71M | Hold |
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|
2019
Q3 | $2.57M | Sell |
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|
2019
Q2 | $3.16M | Sell |
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|
2019
Q1 | $4.97M | Sell |
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|
2018
Q4 | $6.52M | Sell |
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|
2018
Q3 | $8.64M | Sell |
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|
2018
Q2 | $9.07M | Sell |
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|
2018
Q1 | $10.1M | Sell |
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|
2017
Q4 | $10.8M | Sell |
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|
2017
Q3 | $10.6M | Sell |
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|
2017
Q2 | $10.9M | Sell |
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|
2017
Q1 | $13.8M | Sell |
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|
2016
Q4 | $13.2M | Sell |
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|
2016
Q3 | $13.4M | Sell |
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|
2016
Q2 | $14.8M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $9.69M | Buy |
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