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