Traverso Chambers Private Wealth Management’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
Q4
$2.47M Hold
2023
Q3
$1.97M Sell
2023
Q2
$2.3M Sell
2023
Q1
$2.18M Hold
2022
Q4
$1.95M Sell
2022
Q3
$1.78M Hold
2022
Q2
$1.83M Hold
2022
Q1
$2.47M Buy
2021
Q4
$1.07M Hold
2021
Q3
$1.09M Hold
2021
Q2
$1.08M Hold
2021
Q1
$922K Hold
2020
Q4
$788K Sell
2020
Q3
$657K Hold
2020
Q2
$624K Hold
2020
Q1
$561K Hold
2019
Q4
$816K Sell
2019
Q3
$826K Hold
2019
Q2
$873K Sell
2019
Q1
$766K Hold
2018
Q4
$668K Buy