Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $124K | Buy |
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|
2023
Q1 | $96.5K | Buy |
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|
2022
Q4 | $76K | Buy |
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|
2022
Q3 | $69K | Buy |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | $96K | Hold |
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|
2021
Q4 | $84K | Sell |
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|
2021
Q3 | $87K | Buy |
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|
2021
Q2 | $83K | Buy |
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|
2021
Q1 | $71K | Buy |
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|
2020
Q4 | $50K | Hold |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $93K | Sell |
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|
2020
Q1 | $85K | Buy |
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|
2019
Q4 | $124K | Sell |
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|
2019
Q3 | $148K | Buy |
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|
2019
Q2 | $117K | Sell |
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|
2019
Q1 | $110K | Buy |
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|
2018
Q4 | $91K | Buy |
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|
2018
Q3 | $94K | Buy |
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|
2018
Q2 | $91K | Hold |
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|
2018
Q1 | $91K | Hold |
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|
2017
Q4 | $89K | Sell |
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|
2017
Q3 | $85K | Buy |
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|
2017
Q2 | $77K | Hold |
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|
2017
Q1 | $69K | Buy |
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|
2016
Q4 | $61K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $53K | Buy |
|