Carroll Financial Associates’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 | $7.73M | Sell |
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|
2021
Q3 | $8.65M | Sell |
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|
2021
Q2 | $8.56M | Buy |
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|
2021
Q1 | $6.63M | Buy |
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|
2020
Q4 | $5.66M | Buy |
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|
2020
Q3 | $4.69M | Sell |
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|
2020
Q2 | $4.47M | Sell |
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|
2020
Q1 | $4.08M | Buy |
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|
2019
Q4 | $5.93M | Buy |
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|
2019
Q3 | $5.62M | Sell |
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|
2019
Q2 | $5.86M | Buy |
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|
2019
Q1 | $5.09M | Sell |
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|
2018
Q4 | $4.58M | Sell |
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|
2018
Q3 | $5.03M | Hold |
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|
2018
Q2 | $4.63M | Buy |
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|
2018
Q1 | $4.38M | Hold |
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|
2017
Q4 | $4.67M | Hold |
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|
2017
Q3 | $4.29M | Sell |
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|
2017
Q2 | $4M | Buy |
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|
2017
Q1 | $3.74M | Buy |
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|
2016
Q4 | $278K | Buy |
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|
2016
Q3 | $225K | Sell |
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|
2016
Q2 | $221K | Sell |
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|
2016
Q1 | $225K | Sell |
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|
2015
Q4 | $255K | Sell |
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|
2015
Q3 | $306K | Sell |
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|
2015
Q2 | $337K | Buy |
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|
2015
Q1 | $229K | Buy |
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|
2014
Q4 | $116K | Sell |
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|
2014
Q3 | $178K | Sell |
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|
2014
Q2 | $325K | Buy |
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|
2014
Q1 | $295K | Buy |
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|
2013
Q4 | $249K | Sell |
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|
2013
Q3 | $240K | Buy |
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|
2013
Q2 | $228K | Buy |
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