BerganKDV 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
Q2 | $115K | Sell |
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|
2023
Q1 | $123K | Buy |
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|
2022
Q4 | $106K | Sell |
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|
2022
Q3 | $98K | Buy |
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|
2022
Q2 | $99K | Sell |
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|
2022
Q1 | $135K | Hold |
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|
2021
Q4 | $118K | Sell |
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|
2021
Q3 | $137K | Buy |
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|
2021
Q2 | $119K | Hold |
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|
2021
Q1 | $102K | Sell |
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|
2020
Q4 | $99K | Buy |
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|
2020
Q3 | $82K | Hold |
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|
2020
Q2 | $78K | Buy |
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|
2020
Q1 | $67K | Hold |
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|
2019
Q4 | $97K | Buy |
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|
2019
Q3 | $83K | Hold |
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|
2019
Q2 | $86K | Hold |
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|
2019
Q1 | $77K | Hold |
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|
2018
Q4 | $67K | Hold |
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|
2018
Q3 | $75K | Hold |
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|
2018
Q2 | $69K | Buy |
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