Cape Ann Savings Bank’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 | – | Sell |
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|
2021
Q4 | $344K | Hold |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q2 | $212K | Buy |
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|
2019
Q3 | $248K | Hold |
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|
2019
Q2 | $259K | Hold |
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|
2019
Q1 | $230K | Hold |
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|
2018
Q4 | $224K | Hold |
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|
2018
Q3 | $224K | Hold |
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|
2018
Q2 | $210K | Buy |
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|
2017
Q4 | $238K | Buy |
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|
2017
Q2 | $202K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $215K | Sell |
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|
2014
Q3 | $211K | Hold |
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|
2014
Q2 | $228K | Hold |
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|
2014
Q1 | $217K | Hold |
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|
2013
Q4 | $218K | Buy |
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