LeJeune Puetz Investment Counsel’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $154K | Buy |
935
+20
| +2% | +$3.3K | 0.06% | 175 |
|
|
2022
Q4 | $135K | Hold |
915
| – | – | 0.05% | 179 |
|
|
2022
Q3 | $123K | Hold |
915
| – | – | 0.05% | 178 |
|
|
2022
Q2 | $126K | Hold |
915
| – | – | 0.05% | 180 |
|
|
2022
Q1 | $171K | Hold |
915
| – | – | 0.06% | 165 |
|
|
2021
Q4 | $150K | Hold |
915
| – | – | 0.05% | 178 |
|
|
2021
Q3 | $153K | Buy |
+915
| New | +$153K | 0.06% | 171 |
|