Sutton 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 | $58.5K | Sell |
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|
2023
Q2 | $68.5K | Sell |
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|
2023
Q1 | $67.5K | Sell |
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|
2022
Q4 | $562K | Buy |
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|
2022
Q3 | $511K | Buy |
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|
2022
Q2 | $518K | Sell |
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|
2022
Q1 | $702K | Buy |
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|
2021
Q4 | $611K | Sell |
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|
2021
Q3 | $627K | Sell |
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|
2021
Q2 | $618K | Hold |
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|
2021
Q1 | $529K | Buy |
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|
2020
Q4 | $451K | Buy |
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|
2020
Q3 | $372K | Sell |
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|
2020
Q2 | $353K | Buy |
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|
2020
Q1 | $317K | Buy |
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|
2019
Q4 | $459K | Hold |
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|
2019
Q3 | $436K | Hold |
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|
2019
Q2 | $455K | Buy |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q4 | $349K | Sell |
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|
2018
Q3 | $392K | Hold |
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|
2018
Q2 | $361K | Hold |
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|
2018
Q1 | $344K | Hold |
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|
2017
Q4 | $366K | Hold |
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|
2017
Q3 | $333K | Hold |
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|
2017
Q2 | $310K | Hold |
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|
2017
Q1 | $292K | Hold |
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|
2016
Q4 | $273K | Hold |
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|
2016
Q3 | $236K | Hold |
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|
2016
Q2 | $224K | Hold |
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|
2016
Q1 | $226K | Buy |
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