Highland Private 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
Q4 | – | Sell |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $362K | Buy |
|
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $296K | Sell |
|
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|
2021
Q2 | $349K | Buy |
|
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | $204K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Sell |
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|
2019
Q3 | $243K | Sell |
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|
2019
Q2 | $260K | Sell |
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|
2019
Q1 | $243K | Buy |
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|
2018
Q4 | $200K | Buy |
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|
2018
Q3 | $218K | Buy |
|