Bingham Osborn & Scarborough’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 | $519K | Buy |
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|
2021
Q2 | $501K | Buy |
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|
2021
Q1 | $350K | Buy |
|
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|
2020
Q4 | $274K | Sell |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $295K | Sell |
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|
2020
Q1 | $266K | Buy |
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|
2019
Q4 | $380K | Buy |
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|
2019
Q3 | $296K | Buy |
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|
2019
Q2 | $308K | Buy |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $240K | Buy |
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|
2018
Q3 | $264K | Hold |
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|
2018
Q2 | $243K | Buy |
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|
2018
Q1 | $225K | Hold |
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|
2017
Q4 | $239K | Sell |
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|
2017
Q3 | $220K | Buy |
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|
2017
Q2 | $203K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $233K | Sell |
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|
2015
Q2 | $248K | Buy |
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|
2015
Q1 | $248K | Sell |
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|
2014
Q4 | $325K | Buy |
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|
2014
Q3 | $305K | Hold |
|
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|
2014
Q2 | $331K | Sell |
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|
2014
Q1 | $324K | Buy |
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|
2013
Q4 | $298K | Buy |
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|
2013
Q3 | $225K | Hold |
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|
2013
Q2 | $223K | Buy |
|