Lenox Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $105K | Buy |
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|
2020
Q1 | $82K | Sell |
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|
2019
Q4 | $132K | Sell |
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|
2019
Q3 | $134K | Hold |
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|
2019
Q2 | $140K | Buy |
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|
2019
Q1 | $123K | Hold |
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|
2018
Q4 | $108K | Buy |
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|
2018
Q3 | $118K | Buy |
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|
2018
Q2 | $108K | Buy |
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|
2018
Q1 | $100K | Buy |
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|
2017
Q4 | $101K | Buy |
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|
2017
Q3 | $92K | Sell |
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|
2017
Q2 | $86K | Sell |
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|
2017
Q1 | $85K | Buy |
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|
2016
Q4 | $77K | Buy |
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|
2016
Q3 | $66K | Sell |
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|
2016
Q2 | $63K | Sell |
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|
2016
Q1 | $65K | Sell |
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|
2015
Q4 | $86K | Sell |
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|
2015
Q3 | $136K | Buy |
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|
2015
Q2 | $138K | Sell |
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|
2015
Q1 | $140K | Sell |
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|
2014
Q4 | $175K | Sell |
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|
2014
Q3 | $165K | Sell |
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|
2014
Q2 | $181K | Sell |
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|
2014
Q1 | $201K | Sell |
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|
2013
Q4 | $551K | Buy |
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