Ferris Capital’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 | $364K | Hold |
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|
2021
Q4 | $318K | Hold |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $100K | Buy |
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|
2018
Q4 | $60K | Sell |
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|
2018
Q3 | $70K | Sell |
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|
2018
Q2 | $65K | Hold |
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|
2018
Q1 | $62K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $70K | Buy |
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