LFA
Level Financial Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-105
| Closed | -$19.7K | – | 91 |
|
|
2023
Q4 | $19.7K | Hold |
105
| – | – | 0.01% | 161 |
|
|
2023
Q3 | $15.7K | Hold |
105
| – | – | 0.01% | 167 |
|
|
2023
Q2 | $18.3K | Hold |
105
| – | – | 0.01% | 155 |
|
|
2023
Q1 | $17.3K | Hold |
105
| – | – | 0.01% | 145 |
|
|
2022
Q4 | $16K | Hold |
105
| – | – | 0.01% | 135 |
|
|
2022
Q3 | $14K | Hold |
105
| – | – | 0.01% | 156 |
|
|
2022
Q2 | $15K | Hold |
105
| – | – | 0.01% | 160 |
|
|
2022
Q1 | $20K | Hold |
105
| – | – | 0.02% | 127 |
|
|
2021
Q4 | $17K | Buy |
+105
| New | +$17K | 0.01% | 138 |
|