GW & Wade’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
Q4 | $938K | Sell |
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|
2023
Q3 | $993K | Sell |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.02M | Sell |
|
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|
2022
Q3 | $960K | Buy |
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|
2022
Q2 | $982K | Buy |
|
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|
2022
Q1 | $1.21M | Buy |
|
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $1.05M | Sell |
|
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $957K | Buy |
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|
2020
Q4 | $598K | Buy |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $303K | Buy |
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|
2020
Q1 | $272K | Sell |
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|
2019
Q4 | $412K | Buy |
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|
2019
Q3 | $376K | Sell |
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|
2019
Q2 | $406K | Buy |
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|
2019
Q1 | $357K | Buy |
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|
2018
Q4 | $304K | Buy |
|
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|
2018
Q3 | $339K | Sell |
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|
2018
Q2 | $314K | Buy |
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|
2018
Q1 | $299K | Buy |
|
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|
2017
Q4 | $308K | Buy |
|
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|
2017
Q3 | $273K | Sell |
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|
2017
Q2 | $262K | Buy |
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|
2017
Q1 | $227K | Sell |
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|
2016
Q4 | $257K | Sell |
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|
2016
Q3 | $247K | Buy |
|
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|
2016
Q2 | $212K | Hold |
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|
2016
Q1 | $214K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $259K | Sell |
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|
2014
Q4 | $352K | Buy |
|