Domani 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $815K | Hold |
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|
2022
Q4 | $730K | Hold |
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|
2022
Q3 | $666K | Hold |
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|
2022
Q2 | $685K | Sell |
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|
2022
Q1 | $957K | Sell |
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|
2021
Q4 | $842K | Buy |
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|
2021
Q3 | $815K | Sell |
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|
2021
Q2 | $807K | Sell |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $890K | Buy |
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|
2020
Q3 | $725K | Hold |
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|
2020
Q2 | $689K | Sell |
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|
2020
Q1 | $659K | Buy |
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|
2019
Q4 | $897K | Hold |
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|
2019
Q3 | $852K | Hold |
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|
2019
Q2 | $890K | Hold |
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|
2019
Q1 | $788K | Buy |
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|
2018
Q4 | $667K | Hold |
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|
2018
Q3 | $746K | Hold |
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|
2018
Q2 | $686K | Hold |
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|
2018
Q1 | $653K | Hold |
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|
2017
Q4 | $695K | Hold |
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|
2017
Q3 | $633K | Hold |
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|
2017
Q2 | $590K | Hold |
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|
2017
Q1 | $554K | Hold |
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|
2016
Q4 | $519K | Sell |
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|
2016
Q3 | $640K | Buy |
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|
2016
Q2 | $425K | Sell |
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|
2016
Q1 | $443K | Buy |
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|
2015
Q4 | $487K | Sell |
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|
2015
Q3 | $535K | Buy |
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|
2015
Q2 | $544K | Buy |
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|
2015
Q1 | $7K | Buy |
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