Wealthspire Advisors (Maryland)’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
Q3 | $781K | Buy |
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|
2020
Q2 | $655K | Sell |
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|
2020
Q1 | $662K | Sell |
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|
2019
Q4 | $996K | Sell |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.21M | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $954K | Buy |
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|
2018
Q3 | $990K | Buy |
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|
2018
Q2 | $876K | Buy |
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|
2018
Q1 | $822K | Sell |
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|
2017
Q4 | $933K | Buy |
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|
2017
Q3 | $795K | Buy |
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|
2017
Q2 | $478K | Buy |
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|
2017
Q1 | $405K | Buy |
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|
2016
Q4 | $369K | Buy |
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|
2016
Q3 | $217K | Sell |
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|
2016
Q2 | $215K | Buy |
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|
2016
Q1 | $216K | Sell |
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|
2015
Q4 | $421K | Buy |
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