Intercontinental Wealth Advisors’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 | $321K | Buy |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $769K | Sell |
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|
2021
Q4 | $834K | Sell |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.71M | Sell |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $910K | Buy |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $12K | Sell |
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|
2019
Q1 | $87K | Hold |
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|
2018
Q4 | $76K | Buy |
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