Laurel Wealth Advisors (California)’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 | $642K | Buy |
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|
2022
Q3 | $551K | Buy |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $821K | Buy |
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|
2021
Q4 | $697K | Buy |
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|
2021
Q3 | $547K | Sell |
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|
2021
Q2 | $587K | Buy |
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|
2021
Q1 | $502K | Sell |
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|
2020
Q4 | $442K | Sell |
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|
2020
Q3 | $390K | Sell |
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|
2020
Q2 | $371K | Buy |
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|
2020
Q1 | $326K | Sell |
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|
2019
Q4 | $501K | Sell |
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|
2019
Q3 | $530K | Buy |
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|
2019
Q2 | $518K | Buy |
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|
2019
Q1 | $458K | Buy |
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|
2018
Q4 | $391K | Buy |
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|
2018
Q3 | $420K | Sell |
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|
2018
Q2 | $444K | Sell |
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|
2018
Q1 | $432K | Sell |
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|
2017
Q4 | $488K | Buy |
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|
2017
Q3 | $395K | Sell |
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|
2017
Q2 | $388K | Sell |
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|
2017
Q1 | $368K | Buy |
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|
2016
Q4 | $311K | Sell |
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|
2016
Q3 | $319K | Buy |
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|
2016
Q2 | $295K | Buy |
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|
2016
Q1 | $252K | Sell |
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|
2015
Q4 | $370K | Buy |
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