Altium Wealth Management’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
Q2 | $2.56M | Buy |
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|
2022
Q1 | $3.15M | Sell |
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|
2021
Q4 | $2.96M | Buy |
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|
2021
Q3 | $3.02M | Sell |
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|
2021
Q2 | $2.99M | Sell |
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|
2021
Q1 | $2.61M | Buy |
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|
2020
Q4 | $1.91M | Buy |
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|
2020
Q3 | $1.55M | Sell |
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|
2020
Q2 | $1.47M | Sell |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $2.03M | Buy |
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|
2019
Q3 | $1.86M | Buy |
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|
2019
Q2 | $1.82M | Buy |
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|
2019
Q1 | $1.47M | Buy |
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|
2018
Q4 | $1.24M | Buy |
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|
2018
Q3 | $1.22M | Buy |
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|
2018
Q2 | $870K | Buy |
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|
2018
Q1 | $733K | Buy |
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|
2017
Q4 | $737K | Buy |
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