LGWM
Litman Gregory Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-200
| Closed | -$28K | – | 81 |
|
|
2021
Q1 | $28K | Hold |
200
| – | – | 0.01% | 121 |
|
|
2020
Q4 | $24K | Hold |
200
| – | – | ﹤0.01% | 126 |
|
|
2020
Q3 | $20K | Hold |
200
| – | – | ﹤0.01% | 121 |
|
|
2020
Q2 | $19K | Hold |
200
| – | – | ﹤0.01% | 114 |
|
|
2020
Q1 | $17K | Hold |
200
| – | – | ﹤0.01% | 109 |
|
|
2019
Q4 | $25K | Hold |
200
| – | – | 0.01% | 116 |
|
|
2019
Q3 | $24K | Hold |
200
| – | – | 0.01% | 99 |
|
|
2019
Q2 | $25K | Hold |
200
| – | – | 0.01% | 125 |
|
|
2019
Q1 | $22K | Hold |
200
| – | – | 0.01% | 87 |
|
|
2018
Q4 | $19K | Hold |
200
| – | – | 0.01% | 96 |
|
|
2018
Q3 | $21K | Hold |
200
| – | – | 0.01% | 74 |
|
|
2018
Q2 | $20K | Hold |
200
| – | – | 0.01% | 69 |
|
|
2018
Q1 | $19K | Hold |
200
| – | – | 0.01% | 125 |
|
|
2017
Q4 | $20 | Hold |
200
| – | – | 0.01% | 66 |
|
|
2017
Q3 | $18K | Buy |
+200
| New | +$18K | 0.01% | 65 |
|