Balasa Dinverno & Foltz’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
Q3 | $311K | Buy |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $207K | Sell |
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|
2015
Q3 | $247K | Buy |
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|
2015
Q2 | $252K | Sell |
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|
2015
Q1 | $311K | Sell |
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|
2014
Q4 | $581K | Sell |
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|
2014
Q3 | $553K | Buy |
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|
2014
Q2 | $593K | Buy |
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|
2014
Q1 | $554K | Buy |
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|
2013
Q4 | $523K | Sell |
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|
2013
Q3 | $438K | Buy |
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|
2013
Q2 | $424K | Buy |
|