WealthSource Partners’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 | $702K | Buy |
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|
2023
Q3 | $554K | Sell |
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|
2023
Q2 | $647K | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $933K | Buy |
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|
2022
Q3 | $783K | Buy |
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|
2022
Q2 | $715K | Sell |
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|
2022
Q1 | $970K | Buy |
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|
2021
Q4 | $836K | Sell |
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|
2021
Q3 | $914K | Buy |
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|
2021
Q2 | $841K | Buy |
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|
2021
Q1 | $534K | Buy |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $269K | Buy |
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