TrinityPoint Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.57M | Sell |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $854K | Buy |
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|
2023
Q2 | $990K | Buy |
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|
2023
Q1 | $934K | Sell |
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|
2022
Q4 | $861K | Buy |
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|
2022
Q3 | $782K | Sell |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $2.88M | Sell |
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|
2021
Q4 | $2.7M | Sell |
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|
2021
Q3 | $2.8M | Sell |
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|
2021
Q2 | $2.76M | Sell |
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|
2021
Q1 | $2.64M | Buy |
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|
2020
Q4 | $2.14M | Sell |
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|
2020
Q3 | $1.99M | Buy |
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|
2020
Q2 | $537K | Sell |
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|
2020
Q1 | $506K | Sell |
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|
2019
Q4 | $780K | Buy |
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|
2019
Q3 | $747K | Buy |
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|
2019
Q2 | $797K | Sell |
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|
2019
Q1 | $691K | Sell |
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|
2018
Q4 | $610K | Buy |
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