Windsor Wealth Management’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 |
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|
2023
Q2 | $310K | Buy |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $239K | Buy |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $443K | Buy |
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|
2021
Q4 | $418K | Buy |
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|
2021
Q3 | $296K | Sell |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $378K | Sell |
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|
2019
Q3 | $351K | Sell |
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|
2019
Q2 | $494K | Buy |
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|
2019
Q1 | $420K | Buy |
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|
2018
Q4 | $309K | Buy |
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|
2018
Q3 | $313K | Buy |
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