Barrett Asset 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $4.98M | Sell |
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2021
Q4 | $5.64M | Sell |
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2021
Q3 | $5.82M | Hold |
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2021
Q2 | $5.74M | Hold |
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2021
Q1 | $4.91M | Buy |
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2020
Q4 | $4.04M | Hold |
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2020
Q3 | $3.35M | Hold |
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2020
Q2 | $3.18M | Hold |
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2020
Q1 | $2.86M | Buy |
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2019
Q4 | $3.39M | Sell |
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2019
Q3 | $4.19M | Hold |
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2019
Q2 | $4.37M | Hold |
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2019
Q1 | $3.87M | Sell |
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2018
Q4 | $3.39M | Sell |
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2018
Q3 | $3.85M | Buy |
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2018
Q2 | $3.54M | Sell |
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2018
Q1 | $3.39M | Sell |
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2017
Q4 | $3.78M | Buy |
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2017
Q3 | $3.42M | Hold |
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2017
Q2 | $3.19M | Hold |
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2017
Q1 | $2.99M | Buy |
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2016
Q4 | $2.19M | Buy |
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2016
Q3 | $1.87M | Hold |
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2016
Q2 | $1.78M | Sell |
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2016
Q1 | $1.8M | Sell |
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2015
Q4 | $2.06M | Sell |
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2015
Q3 | $2.23M | Sell |
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2015
Q2 | $2.53M | Sell |
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2015
Q1 | $2.62M | Hold |
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2014
Q4 | $3.12M | Sell |
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2014
Q3 | $2.95M | Sell |
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2014
Q2 | $3.31M | Sell |
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2014
Q1 | $3.15M | Hold |
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2013
Q4 | $3.18M | Sell |
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2013
Q3 | $2.65M | Sell |
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2013
Q2 | $2.66M | Buy |
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