Catamount Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $44K | Hold |
|
|||||
|
2018
Q4 | $41K | Hold |
|
|||||
|
2018
Q3 | $43K | Hold |
|
|||||
|
2018
Q2 | $41K | Hold |
|
|||||
|
2018
Q1 | $37K | Hold |
|
|||||
|
2017
Q4 | $40K | Sell |
|
|||||
|
2017
Q3 | $41K | Sell |
|
|||||
|
2017
Q2 | $42K | Hold |
|
|||||
|
2017
Q1 | $40K | Hold |
|
|||||
|
2016
Q4 | $37K | Hold |
|
|||||
|
2016
Q3 | $31K | Hold |
|
|||||
|
2016
Q2 | $30K | Hold |
|
|||||
|
2016
Q1 | $31K | Sell |
|
|||||
|
2015
Q4 | $68K | Sell |
|
|||||
|
2015
Q3 | $114K | Hold |
|
|||||
|
2015
Q2 | $120K | Sell |
|
|||||
|
2015
Q1 | $136K | Sell |
|
|||||
|
2014
Q4 | $230K | Buy |
|