Aperio Group’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
Q4 | $65.3M | Buy |
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|
2020
Q3 | $52.7M | Buy |
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|
2020
Q2 | $48.9M | Sell |
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|
2020
Q1 | $47.4M | Sell |
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|
2019
Q4 | $71.7M | Sell |
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|
2019
Q3 | $69.3M | Buy |
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|
2019
Q2 | $69.9M | Buy |
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|
2019
Q1 | $60.1M | Sell |
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|
2018
Q4 | $53.3M | Buy |
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|
2018
Q3 | $58.5M | Buy |
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|
2018
Q2 | $52.8M | Buy |
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|
2018
Q1 | $47.9M | Buy |
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|
2017
Q4 | $49.9M | Buy |
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|
2017
Q3 | $44.4M | Buy |
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|
2017
Q2 | $40M | Buy |
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|
2017
Q1 | $34.7M | Buy |
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|
2016
Q4 | $32.4M | Buy |
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|
2016
Q3 | $28M | Buy |
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|
2016
Q2 | $25.3M | Buy |
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|
2016
Q1 | $21.8M | Buy |
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|
2015
Q4 | $20.8M | Sell |
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|
2015
Q3 | $26.3M | Buy |
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|
2015
Q2 | $24.1M | Buy |
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|
2015
Q1 | $22.2M | Sell |
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|
2014
Q4 | $27.6M | Buy |
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|
2014
Q3 | $25.6M | Buy |
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|
2014
Q2 | $25.7M | Buy |
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|
2014
Q1 | $23.6M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $18M | Buy |
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|
2013
Q2 | $16.1M | Buy |
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