Buckingham Strategic Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.51M | Buy |
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|
2024
Q1 | $7.23M | Buy |
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|
2023
Q4 | $5.7M | Buy |
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|
2023
Q3 | $2.15M | Sell |
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|
2023
Q2 | $2.64M | Sell |
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|
2023
Q1 | $2.4M | Hold |
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|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $2.65M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $2.37M | Buy |
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|
2021
Q2 | $2.3M | Sell |
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|
2021
Q1 | $1.97M | Sell |
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|
2020
Q4 | $1.76M | Sell |
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|
2020
Q3 | $4.97M | Buy |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $885K | Buy |
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|
2019
Q4 | $1.2M | Buy |
|
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $805K | Sell |
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|
2018
Q4 | $748K | Buy |
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|
2018
Q3 | $832K | Buy |
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|
2018
Q2 | $708K | Sell |
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|
2018
Q1 | $723K | Buy |
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|
2017
Q4 | $722K | Buy |
|
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|
2017
Q3 | $543K | Sell |
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|
2017
Q2 | $539K | Buy |
|
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|
2017
Q1 | $475K | Sell |
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|
2016
Q4 | $629K | Sell |
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|
2016
Q3 | $672K | Sell |
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|
2016
Q2 | $656K | Sell |
|
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|
2016
Q1 | $732K | Buy |
|
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|
2015
Q4 | $711K | Sell |
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|
2015
Q3 | $825K | Sell |
|
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|
2015
Q2 | $872K | Buy |
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|
2015
Q1 | $763K | Buy |
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|
2014
Q4 | $865K | Sell |
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|
2014
Q3 | $834K | Sell |
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|
2014
Q2 | $951K | Sell |
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|
2014
Q1 | $907K | Sell |
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|
2013
Q4 | $918K | Buy |
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|
2013
Q3 | $681K | Buy |
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|
2013
Q2 | $664K | Buy |
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