High Net Worth Advisory Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-60
| Closed | -$8.87K | – | 223 |
|
|
2022
Q4 | $8.87K | Hold |
60
| – | – | ﹤0.01% | 513 |
|
|
2022
Q3 | $8K | Sell |
60
-100
| -63% | -$13.3K | ﹤0.01% | 554 |
|
|
2022
Q2 | $22K | Sell |
160
-68
| -30% | -$9.35K | 0.01% | 434 |
|
|
2022
Q1 | $43K | Hold |
228
| – | – | 0.02% | 359 |
|
|
2021
Q4 | $37K | Buy |
+228
| New | +$37K | 0.01% | 378 |
|