Polaris Wealth Advisory Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $1.99M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $223K | Hold |
|
|||||
|
2021
Q2 | $214K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $21.2M | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $29.7M | Sell |
|
|||||
|
2019
Q1 | $27.9M | Sell |
|
|||||
|
2018
Q4 | $24.1M | Sell |
|
|||||
|
2018
Q3 | $27.4M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $14K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $24K | Hold |
|
|||||
|
2013
Q4 | $25K | Hold |
|
|||||
|
2013
Q3 | $20.5K | Sell |
|
|||||
|
2013
Q2 | $883K | Buy |
|