Roosevelt Investment 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
Q3 | $356K | Hold |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $492K | Hold |
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|
2021
Q4 | $431K | Sell |
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|
2021
Q3 | $481K | Hold |
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|
2021
Q2 | $475K | Hold |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | $318K | Buy |
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|
2020
Q3 | $249K | Sell |
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|
2020
Q2 | $643K | Buy |
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|
2020
Q1 | $493K | Sell |
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|
2019
Q4 | $892K | Sell |
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|
2019
Q3 | $966K | Sell |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $655K | Sell |
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|
2018
Q4 | $658K | Hold |
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|
2018
Q3 | $735K | Sell |
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|
2018
Q2 | $678K | Sell |
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|
2018
Q1 | $709K | Sell |
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|
2017
Q4 | $1.82M | Sell |
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|
2017
Q3 | $8.25M | Sell |
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|
2017
Q2 | $8.78M | Sell |
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|
2017
Q1 | $8.54M | Buy |
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|
2016
Q4 | $359K | Buy |
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|
2016
Q3 | $292K | Sell |
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|
2016
Q2 | $292K | Hold |
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|
2016
Q1 | $295K | Sell |
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|
2015
Q4 | $370K | Sell |
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|
2015
Q3 | $404K | Buy |
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|
2015
Q2 | $416K | Buy |
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|
2015
Q1 | $375K | Hold |
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|
2014
Q4 | $447K | Sell |
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|
2014
Q3 | $428K | Sell |
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|
2014
Q2 | $482K | Buy |
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|
2014
Q1 | $448K | Buy |
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|
2013
Q4 | $436K | Hold |
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|
2013
Q3 | $362K | Sell |
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|
2013
Q2 | $363K | Buy |
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