Avalon Investment & Advisory’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
Q1 | $14M | Sell |
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|
2022
Q4 | $13M | Sell |
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|
2022
Q3 | $23.6M | Sell |
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|
2022
Q2 | $24.8M | Sell |
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|
2022
Q1 | $33.9M | Buy |
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|
2021
Q4 | $28.3M | Sell |
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|
2021
Q3 | $32.2M | Sell |
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|
2021
Q2 | $31.8M | Sell |
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|
2021
Q1 | $27.4M | Buy |
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|
2020
Q4 | $23.3M | Buy |
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|
2020
Q3 | $19.3M | Sell |
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|
2020
Q2 | $19.3M | Sell |
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|
2020
Q1 | $19.7M | Buy |
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|
2019
Q4 | $24.7M | Buy |
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|
2019
Q3 | $19M | Sell |
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|
2019
Q2 | $21.4M | Sell |
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|
2019
Q1 | $20.9M | Sell |
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|
2018
Q4 | $28.3M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $557K | Sell |
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|
2014
Q4 | $706K | Sell |
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|
2014
Q3 | $699K | Sell |
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|
2014
Q2 | $769K | Hold |
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|
2014
Q1 | $730K | Hold |
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|
2013
Q4 | $735K | Sell |
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|
2013
Q3 | $942K | Sell |
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|
2013
Q2 | $974K | Buy |
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