Ropes Wealth Advisors’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
Q3 | $1.59M | Sell |
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|
2023
Q2 | $3.83M | Sell |
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|
2023
Q1 | $3.63M | Buy |
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|
2022
Q4 | $3.21M | Buy |
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|
2022
Q3 | $2.74M | Buy |
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|
2022
Q2 | $2.59M | Hold |
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|
2022
Q1 | $3.5M | Sell |
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|
2021
Q4 | $3.21M | Buy |
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|
2021
Q3 | $3.27M | Sell |
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|
2021
Q2 | $3.28M | Buy |
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|
2021
Q1 | $2.92M | Sell |
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|
2020
Q4 | $2.57M | Buy |
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|
2020
Q3 | $928K | Sell |
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|
2020
Q2 | $886K | Buy |
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|
2020
Q1 | $773K | Buy |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.07M | Hold |
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|
2019
Q1 | $945K | Buy |
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|
2018
Q4 | $792K | Buy |
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|
2018
Q3 | $856K | Hold |
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|
2018
Q2 | $788K | Hold |
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|
2018
Q1 | $750K | Buy |
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|
2017
Q4 | $790K | Sell |
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|
2017
Q3 | $721K | Sell |
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|
2017
Q2 | $746K | Sell |
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|
2017
Q1 | $1.18M | Buy |
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|
2016
Q4 | $580K | Sell |
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|
2016
Q3 | $518K | Buy |
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|
2016
Q2 | $473K | Buy |
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|
2016
Q1 | $472K | Sell |
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|
2015
Q4 | $673K | Buy |
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|
2015
Q3 | $567K | Sell |
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|
2015
Q2 | $620K | Hold |
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|
2015
Q1 | $623K | Buy |
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