RegentAtlantic Capital’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
Q3 | $3.17M | Buy |
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|
2022
Q2 | $3.25M | Buy |
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|
2022
Q1 | $4.37M | Buy |
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|
2021
Q4 | $3.41M | Buy |
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|
2021
Q3 | $3.36M | Buy |
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|
2021
Q2 | $2.61M | Buy |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $784K | Buy |
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|
2020
Q3 | $472K | Sell |
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|
2020
Q2 | $479K | Buy |
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|
2020
Q1 | $328K | Sell |
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|
2019
Q4 | $685K | Buy |
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|
2019
Q3 | $650K | Sell |
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|
2019
Q2 | $687K | Sell |
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|
2019
Q1 | $613K | Buy |
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|
2018
Q4 | $501K | Buy |
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|
2018
Q3 | $439K | Buy |
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|
2018
Q2 | $290K | Buy |
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|
2018
Q1 | $208K | Sell |
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|
2017
Q4 | $229K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $217K | Sell |
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|
2014
Q4 | $268K | Buy |
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|
2014
Q3 | $240K | Buy |
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|
2014
Q2 | $249K | Sell |
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|
2014
Q1 | $257K | Buy |
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|
2013
Q4 | $250K | Hold |
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|
2013
Q3 | $208K | Sell |
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|
2013
Q2 | $229K | Buy |
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