Apriem Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
2016
Q2
$18K Buy
2016
Q1
$3K Sell
2015
Q4
$3.01M Sell
2015
Q3
$3.5M Buy
2015
Q2
$3.57M Buy
2015
Q1
$3.42M Buy
2014
Q4
$3.91M Buy
2014
Q3
$2.73M Buy