TCPWM
Traverso Chambers Private Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.47M | Hold |
13,191
| – | – | 0.6% | 30 |
|
|
2023
Q3 | $1.97M | Sell |
13,191
-4
| -0% | -$597 | 0.53% | 30 |
|
|
2023
Q2 | $2.3M | Sell |
13,195
-5
| -0% | -$871 | 0.6% | 30 |
|
|
2023
Q1 | $2.18M | Hold |
13,200
| – | – | 0.6% | 27 |
|
|
2022
Q4 | $1.95M | Sell |
13,200
-15
| -0.1% | -$2.22K | 0.56% | 28 |
|
|
2022
Q3 | $1.78M | Hold |
13,215
| – | – | 0.55% | 30 |
|
|
2022
Q2 | $1.83M | Hold |
13,215
| – | – | 0.61% | 25 |
|
|
2022
Q1 | $2.47M | Buy |
13,215
+6,699
| +103% | +$1.25M | 0.74% | 26 |
|
|
2021
Q4 | $1.07M | Hold |
6,516
| – | – | 0.32% | 43 |
|
|
2021
Q3 | $1.09M | Hold |
6,516
| – | – | 0.34% | 41 |
|
|
2021
Q2 | $1.08M | Hold |
6,516
| – | – | 0.34% | 41 |
|
|
2021
Q1 | $922K | Hold |
6,516
| – | – | 0.31% | 42 |
|
|
2020
Q4 | $788K | Sell |
6,516
-36
| -0.5% | -$4.35K | 0.28% | 44 |
|
|
2020
Q3 | $657K | Hold |
6,552
| – | – | 0.25% | 49 |
|
|
2020
Q2 | $624K | Hold |
6,552
| – | – | 0.26% | 49 |
|
|
2020
Q1 | $561K | Hold |
6,552
| – | – | 0.26% | 48 |
|
|
2019
Q4 | $816K | Sell |
6,552
-430
| -6% | -$53.6K | 0.35% | 41 |
|
|
2019
Q3 | $826K | Hold |
6,982
| – | – | 0.39% | 36 |
|
|
2019
Q2 | $873K | Sell |
6,982
-27
| -0.4% | -$3.38K | 0.43% | 36 |
|
|
2019
Q1 | $766K | Hold |
7,009
| – | – | 0.38% | 38 |
|
|
2018
Q4 | $668K | Buy |
+7,009
| New | +$668K | 0.36% | 40 |
|