Lumature Wealth Partners’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.29M Sell
2023
Q1
$1.23M Buy
2022
Q4
$990K Sell
2022
Q3
$998K Buy
2022
Q2
$1.01M Buy
2022
Q1
$108K Hold
2021
Q4
$95K Hold
2021
Q3
$97K Hold
2021
Q2
$96K Hold
2021
Q1
$82K Buy