Fiduciary Financial Services of The Southwest’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
Q4 | $285K | Hold |
|
|||||
|
2019
Q3 | $271K | Hold |
|
|||||
|
2019
Q2 | $283K | Sell |
|
|||||
|
2019
Q1 | $253K | Sell |
|
|||||
|
2018
Q4 | $226K | Hold |
|
|||||
|
2018
Q3 | $253K | Hold |
|
|||||
|
2018
Q2 | $232K | Hold |
|
|||||
|
2018
Q1 | $221K | Hold |
|
|||||
|
2017
Q4 | $236K | Hold |
|
|||||
|
2017
Q3 | $215K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $304K | Sell |
|
|||||
|
2014
Q4 | $441K | Hold |
|
|||||
|
2014
Q3 | $415K | Buy |
|
|||||
|
2014
Q2 | $394K | Hold |
|
|||||
|
2014
Q1 | $374K | Buy |
|