TrueWealth LLC’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $295K | Hold |
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|
2020
Q1 | $266K | Hold |
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|
2019
Q4 | $386K | Buy |
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|
2019
Q3 | $360K | Hold |
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|
2019
Q2 | $376K | Hold |
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|
2019
Q1 | $333K | Hold |
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|
2018
Q4 | $290K | Hold |
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|
2018
Q3 | $324K | Hold |
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|
2018
Q2 | $298K | Hold |
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|
2018
Q1 | $284K | Buy |
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|
2017
Q4 | $190K | Buy |
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