Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $822K | Buy |
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|
2022
Q2 | $844K | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $986K | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $995K | Buy |
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|
2021
Q1 | $815K | Sell |
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|
2020
Q4 | $703K | Buy |
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|
2020
Q3 | $580K | Buy |
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|
2020
Q2 | $550K | Sell |
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|
2020
Q1 | $555K | Sell |
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|
2019
Q4 | $826K | Sell |
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|
2019
Q3 | $794K | Buy |
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|
2019
Q2 | $816K | Sell |
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|
2019
Q1 | $785K | Buy |
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|
2018
Q4 | $614K | Sell |
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|
2018
Q3 | $705K | Buy |
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|
2018
Q2 | $640K | Sell |
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|
2018
Q1 | $651K | Buy |
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|
2017
Q4 | $338K | Buy |
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|
2017
Q3 | $296K | Buy |
|