Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $165K | Buy |
|
|||||
|
2021
Q4 | $146K | Buy |
|
|||||
|
2021
Q3 | $145K | Buy |
|
|||||
|
2021
Q2 | $117K | Sell |
|
|||||
|
2021
Q1 | $125K | Sell |
|
|||||
|
2020
Q4 | $172K | Buy |
|
|||||
|
2020
Q3 | $107K | Hold |
|
|||||
|
2020
Q2 | $102K | Hold |
|
|||||
|
2020
Q1 | $92K | Sell |
|
|||||
|
2019
Q4 | $133K | Buy |
|
|||||
|
2019
Q3 | $127K | Hold |
|
|||||
|
2019
Q2 | $132K | Hold |
|
|||||
|
2019
Q1 | $117K | Hold |
|
|||||
|
2018
Q4 | $102K | Hold |
|
|||||
|
2018
Q3 | $114K | Buy |
|
|||||
|
2018
Q2 | $8K | Buy |
|
|||||
|
2018
Q1 | $7K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $0 | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $2K | Sell |
|
|||||
|
2015
Q4 | $8K | Sell |
|
|||||
|
2015
Q3 | $9K | Buy |
|
|||||
|
2015
Q2 | $7K | Hold |
|
|||||
|
2015
Q1 | $7K | Hold |
|
|||||
|
2014
Q4 | $8K | Sell |
|
|||||
|
2014
Q3 | $60K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $4K | Hold |
|
|||||
|
2013
Q3 | $3K | Sell |
|
|||||
|
2013
Q2 | $18K | Buy |
|