YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $637K | Hold |
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|
2022
Q3 | $582K | Hold |
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|
2022
Q2 | $598K | Sell |
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|
2022
Q1 | $808K | Hold |
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|
2021
Q4 | $707K | Sell |
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|
2021
Q3 | $758K | Sell |
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|
2021
Q2 | $770K | Sell |
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|
2021
Q1 | $673K | Sell |
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|
2020
Q4 | $585K | Sell |
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|
2020
Q3 | $544K | Sell |
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|
2020
Q2 | $550K | Buy |
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|
2020
Q1 | $455K | Sell |
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|
2019
Q4 | $684K | Sell |
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|
2019
Q3 | $656K | Sell |
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|
2019
Q2 | $708K | Sell |
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|
2019
Q1 | $660K | Sell |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.29M | Sell |
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|
2018
Q2 | $1.19M | Sell |
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|
2018
Q1 | $1.16M | Buy |
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|
2017
Q4 | $1.13M | Sell |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $1.07M | Sell |
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|
2017
Q1 | $1.01M | Buy |
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|
2016
Q4 | $903K | Buy |
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