Bush ODonnell Investment Advisors’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-88,427	Closed	-$6.55M	–	51
2016 Q4	$6.55M	Sell	88,427 -1,330	-1%	-$92.1K	4.37%	15
2016 Q3	$5.75M	Sell	89,757 -1,607	-2%	-$103K	3.84%	15
2016 Q2	$5.55M	Sell	91,364 -1,455	-2%	-$92.2K	3.7%	15
2016 Q1	$5.7M	Buy	92,819 +7,075	+8%	+$412K	3.89%	15
2015 Q4	$5.96M	Sell	85,744 -1,661	-2%	-$121K	4.14%	14
2015 Q3	$6.48M	Sell	87,405 -3,710	-4%	-$285K	4.58%	13
2015 Q2	$7.08M	Sell	91,115 -1,004	-1%	-$79.7K	4.34%	15
2015 Q1	$7.2M	Sell	92,119 -10,219	-10%	-$849K	4.27%	15
2014 Q4	$9.52M	Sell	102,338 -615	-0.6%	-$55.1K	5.14%	11
2014 Q3	$9.01M	Sell	102,953 -991	-1%	-$89.2K	5.26%	10
2014 Q2	$9.86M	Sell	103,944 -11,624	-10%	-$1.05M	5.55%	4
2014 Q1	$10.4M	Buy	115,568 +2,190	+2%	+$196K	5.34%	6
2013 Q4	$10.3M	Sell	113,378 -33,598	-23%	-$2.76M	5.43%	5
2013 Q3	$11.1M	Sell	146,976 -565	-0.4%	-$42.5K	5.34%	7
2013 Q2	$11M	Buy	+147,541	New	+$10.5M	5.5%	6