Trellis 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
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $315K | Buy |
|
|||||
|
2023
Q2 | $366K | Sell |
|
|||||
|
2023
Q1 | $352K | Buy |
|
|||||
|
2022
Q4 | $300K | Buy |
|
|||||
|
2022
Q3 | $253K | Sell |
|
|||||
|
2022
Q2 | $261K | Buy |
|
|||||
|
2022
Q1 | $349K | Buy |
|
|||||
|
2021
Q4 | $297K | Hold |
|
|||||
|
2021
Q3 | $304K | Hold |
|
|||||
|
2021
Q2 | $300K | Sell |
|
|||||
|
2021
Q1 | $270K | Buy |
|
|||||
|
2020
Q4 | $230K | Buy |
|