LWP
Lumature Wealth Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.29M | Sell |
7,410
-43
| -0.6% | -$7.49K | 0.77% | 33 |
|
|
2023
Q1 | $1.23M | Buy |
7,453
+752
| +11% | +$124K | 0.69% | 33 |
|
|
2022
Q4 | $990K | Sell |
6,701
-697
| -9% | -$103K | 0.55% | 37 |
|
|
2022
Q3 | $998K | Buy |
7,398
+108
| +1% | +$14.6K | 0.53% | 39 |
|
|
2022
Q2 | $1.01M | Buy |
7,290
+6,711
| +1,159% | +$931K | 0.45% | 46 |
|
|
2022
Q1 | $108K | Hold |
579
| – | – | 0.04% | 209 |
|
|
2021
Q4 | $95K | Hold |
579
| – | – | 0.04% | 185 |
|
|
2021
Q3 | $97K | Hold |
579
| – | – | 0.04% | 179 |
|
|
2021
Q2 | $96K | Hold |
579
| – | – | 0.04% | 178 |
|
|
2021
Q1 | $82K | Buy |
+579
| New | +$82K | 0.04% | 181 |
|