SBL
Sargent Bickham Lagudis’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $774K | Hold |
5,241
| – | – | 0.06% | 149 |
|
|
2022
Q3 | $707K | Sell |
5,241
-195
| -4% | -$26.3K | 0.06% | 147 |
|
|
2022
Q2 | $754K | Buy |
5,436
+172
| +3% | +$23.9K | 0.07% | 150 |
|
|
2022
Q1 | $985K | Sell |
5,264
-301
| -5% | -$56.3K | 0.08% | 139 |
|
|
2021
Q4 | $910K | Hold |
5,565
| – | – | 0.07% | 138 |
|
|
2021
Q3 | $932K | Buy |
5,565
+100
| +2% | +$16.7K | 0.08% | 128 |
|
|
2021
Q2 | $903K | Sell |
5,465
-321
| -6% | -$53K | 0.07% | 130 |
|
|
2021
Q1 | $818K | Sell |
5,786
-245
| -4% | -$34.6K | 0.07% | 126 |
|
|
2020
Q4 | $729K | Hold |
6,031
| – | – | 0.07% | 130 |
|
|
2020
Q3 | $605K | Sell |
6,031
-50
| -0.8% | -$5.02K | 0.06% | 130 |
|
|
2020
Q2 | $579K | Sell |
6,081
-280
| -4% | -$26.7K | 0.06% | 131 |
|
|
2020
Q1 | $545K | Buy |
6,361
+500
| +9% | +$42.8K | 0.07% | 144 |
|
|
2019
Q4 | $730K | Hold |
5,861
| – | – | 0.08% | 127 |
|
|
2019
Q3 | $693K | Sell |
5,861
-2,353
| -29% | -$278K | 0.08% | 123 |
|
|
2019
Q2 | $1.01M | Sell |
8,214
-533
| -6% | -$65.8K | 0.12% | 120 |
|
|
2019
Q1 | $956K | Sell |
8,747
-372
| -4% | -$40.7K | 0.11% | 123 |
|
|
2018
Q4 | $869K | Buy |
9,119
+95
| +1% | +$9.05K | 0.11% | 118 |
|
|
2018
Q3 | $961K | Hold |
9,024
| – | – | 0.11% | 118 |
|
|
2018
Q2 | $884K | Buy |
9,024
+6
| +0.1% | +$588 | 0.11% | 119 |
|
|
2018
Q1 | $841K | Sell |
9,018
-87
| -1% | -$8.11K | 0.1% | 119 |
|
|
2017
Q4 | $904K | Buy |
9,105
+7
| +0.1% | +$695 | 0.11% | 124 |
|
|
2017
Q3 | $823K | Sell |
9,098
-67
| -0.7% | -$6.06K | 0.1% | 127 |
|
|
2017
Q2 | $772K | Sell |
9,165
-245
| -3% | -$20.6K | 0.1% | 127 |
|
|
2017
Q1 | $744K | Sell |
9,410
-1,800
| -16% | -$142K | 0.1% | 130 |
|
|
2016
Q4 | $830K | Buy |
11,210
+2,594
| +30% | +$192K | 0.13% | 114 |
|
|
2016
Q3 | $552 | Sell |
8,616
-1,089
| -11% | -$70 | 0.08% | 131 |
|
|
2016
Q2 | $590K | Sell |
9,705
-1,546
| -14% | -$94K | 0.09% | 130 |
|
|
2016
Q1 | $691K | Buy |
+11,251
| New | +$691K | 0.11% | 128 |
|