Beaton Management Company’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $747K | Sell |
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|
2021
Q2 | $969K | Buy |
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|
2021
Q1 | $630K | Hold |
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|
2020
Q4 | $539K | Sell |
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|
2020
Q3 | $685K | Hold |
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|
2020
Q2 | $656K | Buy |
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|
2020
Q1 | $390K | Hold |
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|
2019
Q4 | $567K | Sell |
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|
2019
Q3 | $551K | Sell |
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|
2019
Q2 | $836K | Buy |
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|
2019
Q1 | $509K | Sell |
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|
2018
Q4 | $666K | Buy |
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|
2018
Q3 | $496K | Hold |
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|
2018
Q2 | $456K | Hold |
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|
2018
Q1 | $434K | Hold |
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|
2017
Q4 | $462K | Hold |
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|
2017
Q3 | $421K | Hold |
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|
2017
Q2 | $392K | Buy |
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