BTR Capital Management’s American Express AXP Stock Holding History

BTR Capital Management’s Portfolio AXP Stock Details AXP Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$439K	Buy
2022 Q2	$447K	Sell
2022 Q1	$616K	Hold
2021 Q4	$539K	Hold
2021 Q3	$552K	Hold
2021 Q2	$544K	Sell
2021 Q1	$487K	Hold
2020 Q4	$416K	Buy
2020 Q3	$342K	Hold
2020 Q2	$325K	Hold
2020 Q1	$292K	Sell
2019 Q4	$443K	Hold
2019 Q3	$421K	Hold
2019 Q2	$439K	Hold
2019 Q1	$389K	Hold
2018 Q4	$339K	Buy
2018 Q3	$363K	Buy
2018 Q2	$275K	Sell
2018 Q1	$411K	Hold
2017 Q4	$438K	Hold
2017 Q3	$399K	Sell
2017 Q2	$397K	Sell
2017 Q1	$640K	Sell
2016 Q4	$968K	Hold
2016 Q3	$968K	Sell
2016 Q2	$1.02M	Sell
2016 Q1	$1.05M	Sell
2015 Q4	$1.61M	Sell
2015 Q3	$1.72M	Sell
2015 Q2	$1.81M	Buy
2015 Q1	$1.62M	Buy
2014 Q4	$284K	Hold
2014 Q3	$267K	Hold
2014 Q2	$290K	Hold
2014 Q1	$275K	Hold
2013 Q4	$277K	Hold
2013 Q3	$231K	Hold
2013 Q2	$228K	Buy