LWA

Lowe Wealth Advisors’s American Express AXP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-20	Closed	-$3.75K	–	307
2023 Q4	$3.75K	Hold	20	–	–	﹤0.01%	261
2023 Q3	$2.98K	Hold	20	–	–	﹤0.01%	258
2023 Q2	$3.48K	Hold	20	–	–	﹤0.01%	286
2023 Q1	$3.3K	Hold	20	–	–	﹤0.01%	275
2022 Q4	$2.96K	Hold	20	–	–	﹤0.01%	285
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	266
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	255
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	250
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	248
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	240
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	233
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	227
2020 Q4	$2K	Sell	20 -226	-92%	-$22.6K	﹤0.01%	235
2020 Q3	$25K	Hold	246	–	–	0.01%	105
2020 Q2	$23K	Buy	246 +226	+1,130%	+$21.1K	0.01%	105
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	227
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	236
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	228
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	247
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	214
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	207
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	254
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	198
2018 Q1	$2K	Hold	20	–	–	﹤0.01%	204
2017 Q4	$2K	Hold	20	–	–	﹤0.01%	213
2017 Q3	$2K	Hold	20	–	–	﹤0.01%	205
2017 Q2	$2K	Hold	20	–	–	﹤0.01%	183
2017 Q1	$2K	Hold	20	–	–	﹤0.01%	181
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	205
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	216
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	218
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	200
2015 Q4	$1K	Hold	20	–	–	﹤0.01%	211
2015 Q3	$1K	Hold	20	–	–	﹤0.01%	206
2015 Q2	$2K	Buy	+20	New	+$2K	﹤0.01%	194