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 | $1.16M | Hold |
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|
2023
Q2 | $1.36M | Hold |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $1.14M | Hold |
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|
2022
Q3 | $1.04M | Hold |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $446K | Hold |
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|
2021
Q3 | $470K | Hold |
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|
2021
Q2 | $463K | Hold |
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|
2021
Q1 | $395K | Buy |
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|
2020
Q4 | $88K | Buy |
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