Parsec Financial Management’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
Q1 | $528K | Sell |
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|
2022
Q4 | $591K | Buy |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $415K | Buy |
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|
2022
Q1 | $481K | Buy |
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|
2021
Q4 | $350K | Hold |
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|
2021
Q3 | $384K | Buy |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $269K | Hold |
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|
2019
Q4 | $392K | Buy |
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|
2019
Q3 | $344K | Hold |
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|
2019
Q2 | $359K | Sell |
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|
2019
Q1 | $354K | Sell |
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|
2018
Q4 | $435K | Buy |
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|
2018
Q3 | $472K | Sell |
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|
2018
Q2 | $448K | Buy |
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|
2018
Q1 | $240K | Sell |
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|
2017
Q4 | $268K | Hold |
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|
2017
Q3 | $244K | Buy |
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|
2017
Q2 | $212K | Buy |
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