HoyleCohen’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $704K | Sell |
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|
2024
Q1 | $703K | Buy |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $472K | Sell |
|
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|
2023
Q2 | $565K | Sell |
|
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|
2023
Q1 | $541K | Buy |
|
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|
2022
Q4 | $478K | Buy |
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|
2022
Q3 | $423K | Buy |
|
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|
2022
Q2 | $434K | Sell |
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|
2022
Q1 | $657K | Buy |
|
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|
2021
Q4 | $575K | Sell |
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|
2021
Q3 | $722K | Sell |
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|
2021
Q2 | $720 | Hold |
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|
2021
Q1 | $617K | Hold |
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|
2020
Q4 | $527K | Buy |
|