V Wealth 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
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $449K | Sell |
|
|||||
|
2023
Q1 | $427K | Sell |
|
|||||
|
2022
Q4 | $403K | Buy |
|
|||||
|
2022
Q3 | $309K | Sell |
|
|||||
|
2022
Q2 | $616K | Sell |
|
|||||
|
2022
Q1 | $851K | Sell |
|
|||||
|
2021
Q4 | $885K | Buy |
|
|||||
|
2021
Q3 | $900K | Buy |
|
|||||
|
2021
Q2 | $872K | Buy |
|
|||||
|
2021
Q1 | $670K | Buy |
|
|||||
|
2020
Q4 | $549K | Buy |
|
|||||
|
2020
Q3 | $211K | Sell |
|
|||||
|
2020
Q2 | $404K | Sell |
|
|||||
|
2020
Q1 | $483K | Buy |
|