Regent Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $2.44M | Buy |
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|
2022
Q2 | $2.36M | Buy |
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|
2022
Q1 | $3.15M | Sell |
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|
2021
Q4 | $2.76M | Buy |
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|
2021
Q3 | $1.18M | Hold |
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|
2021
Q2 | $1.16M | Hold |
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|
2021
Q1 | $992K | Hold |
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|
2020
Q4 | $848K | Sell |
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|
2020
Q3 | $713K | Buy |
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|
2020
Q2 | $667K | Buy |
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|
2020
Q1 | $514K | Hold |
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|
2019
Q4 | $747K | Hold |
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|
2019
Q3 | $710K | Buy |
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|
2019
Q2 | $617K | Hold |
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|
2019
Q1 | $547K | Sell |
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|
2018
Q4 | $581K | Sell |
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|
2018
Q3 | $660K | Sell |
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|
2018
Q2 | $622K | Sell |
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|
2018
Q1 | $606K | Hold |
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|
2017
Q4 | $646K | Hold |
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|
2017
Q3 | $588K | Sell |
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|
2017
Q2 | $568K | Hold |
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|
2017
Q1 | $534K | Hold |
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|
2016
Q4 | $500K | Hold |
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|
2016
Q3 | $432K | Hold |
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|
2016
Q2 | $410K | Hold |
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|
2016
Q1 | $414K | Sell |
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|
2015
Q4 | $508K | Hold |
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|
2015
Q3 | $542K | Hold |
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|
2015
Q2 | $568K | Sell |
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|
2015
Q1 | $575K | Sell |
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|
2014
Q4 | $704K | Sell |
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|
2014
Q3 | $1.08M | Sell |
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|
2014
Q2 | $1.23M | Hold |
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|
2014
Q1 | $1.17M | Buy |
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|
2013
Q4 | $999K | Sell |
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|
2013
Q3 | $845K | Buy |
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|
2013
Q2 | $416K | Buy |
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