Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $835K | Sell |
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|
2016
Q4 | $838K | Sell |
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|
2016
Q3 | $1.42M | Sell |
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|
2016
Q2 | $1.36M | Buy |
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|
2016
Q1 | $1.32M | Buy |
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|
2015
Q4 | $1.41M | Sell |
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|
2015
Q3 | $2.03M | Buy |
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|
2015
Q2 | $2.03M | Sell |
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|
2015
Q1 | $1.57M | Sell |
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|
2014
Q4 | $3.12M | Buy |
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|
2014
Q3 | $2.47M | Buy |
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|
2014
Q2 | $2.4M | Buy |
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|
2014
Q1 | $2.18M | Buy |
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|
2013
Q4 | $1.5M | Sell |
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|
2013
Q3 | $1.55M | Buy |
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|
2013
Q2 | $1.16M | Buy |
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