Financial Architects (New Jersey)’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 | $320K | Hold |
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2023
Q1 | $303K | Sell |
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2022
Q4 | $281K | Buy |
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2022
Q3 | $211K | Buy |
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2022
Q2 | $216K | Buy |
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2022
Q1 | $285K | Sell |
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2021
Q4 | $258K | Sell |
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2021
Q3 | $272K | Sell |
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2021
Q2 | $409K | Hold |
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2021
Q1 | $350K | Buy |
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2020
Q4 | $293K | Hold |
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2020
Q3 | $243K | Hold |
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2020
Q2 | $231K | Sell |
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2020
Q1 | $266K | Buy |
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2019
Q4 | $190K | Hold |
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2019
Q3 | $180K | Hold |
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2019
Q2 | $188K | Sell |
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2019
Q1 | $181K | Sell |
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2018
Q4 | $157K | Buy |
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2018
Q3 | $175K | Hold |
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2018
Q2 | $161K | Buy |
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2018
Q1 | $141K | Sell |
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2017
Q4 | $252K | Buy |
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2017
Q3 | $218K | Sell |
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2017
Q2 | $206K | Sell |
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2017
Q1 | $202K | Buy |
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2016
Q4 | $185K | Sell |
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2016
Q3 | $236K | Sell |
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2016
Q2 | $230K | Buy |
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2016
Q1 | $163K | Sell |
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2015
Q4 | $241K | Buy |
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2015
Q3 | $254K | Buy |
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2015
Q2 | $242K | Buy |
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2015
Q1 | $234K | Buy |
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2014
Q4 | $275K | Buy |
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2014
Q3 | $143K | Buy |
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2014
Q2 | $146K | Buy |
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2013
Q4 | – | Sell |
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2013
Q3 | $23K | Sell |
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2013
Q2 | $31K | Buy |
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