Tiedemann Advisors’s American Express AXP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,666	Closed	-$290K	–	274
2023 Q2	$290K	Buy	+1,666	New	+$290K	0.01%	206
2022 Q2	–	Sell	-1,300	Closed	-$243K	–	232
2022 Q1	$243K	Buy	+1,300	New	+$243K	0.01%	252
2021 Q4	–	Sell	-1,215	Closed	-$204K	–	279
2021 Q3	$204K	Sell	1,215 -4,162	-77%	-$699K	0.01%	279
2021 Q2	$889K	Sell	5,377 -75	-1%	-$12.4K	0.04%	181
2021 Q1	$772K	Sell	5,452 -1,239	-19%	-$175K	0.03%	181
2020 Q4	$809K	Sell	6,691 -1,735	-21%	-$210K	0.04%	165
2020 Q3	$843K	Sell	8,426 -2	-0%	-$200	0.04%	188
2020 Q2	$803K	Sell	8,428 -208	-2%	-$19.8K	0.04%	177
2020 Q1	$739K	Buy	8,636 +2,609	+43%	+$223K	0.05%	178
2019 Q4	$748K	Sell	6,027 -3,643	-38%	-$452K	0.04%	181
2019 Q3	$1.14M	Buy	9,670 +85	+0.9%	+$10K	0.05%	163
2019 Q2	$1.18M	Sell	9,585 -9,227	-49%	-$1.14M	0.06%	140
2019 Q1	$2.06M	Sell	18,812 -139	-0.7%	-$15.2K	0.1%	132
2018 Q4	$1.81M	Buy	18,951 +4,624	+32%	+$441K	0.09%	142
2018 Q3	$1.52M	Sell	14,327 -4,422	-24%	-$470K	0.09%	131
2018 Q2	$1.84M	Buy	18,749 +6,684	+55%	+$655K	0.12%	113
2018 Q1	$1.13M	Buy	12,065 +747	+7%	+$69.7K	0.08%	140
2017 Q4	$1.12M	Sell	11,318 -21,740	-66%	-$2.16M	0.09%	111
2017 Q3	$2.28M	Buy	33,058 +187	+0.6%	+$12.9K	0.2%	87
2017 Q2	$2.77M	Buy	32,871 +941	+3%	+$79.3K	0.2%	95
2017 Q1	$2.53M	Buy	31,930 +2,400	+8%	+$190K	0.21%	102
2016 Q4	$2.19M	Buy	+29,530	New	+$2.19M	0.22%	83
2016 Q3	–	Sell	-3,405	Closed	-$207K	–	127
2016 Q2	$207K	Hold	3,405	–	–	0.2%	54
2016 Q1	$209K	Hold	3,405	–	–	0.17%	54
2015 Q4	$237K	Buy	+3,405	New	+$237K	0.09%	53