Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.25M | Sell |
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|
2022
Q3 | $3.32M | Sell |
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|
2022
Q2 | $3.56M | Sell |
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|
2022
Q1 | $4.87M | Sell |
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|
2021
Q4 | $4.41M | Sell |
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|
2021
Q3 | $4.6M | Sell |
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|
2021
Q2 | $4.64M | Buy |
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|
2021
Q1 | $3.93M | Sell |
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|
2020
Q4 | $4.2M | Sell |
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|
2020
Q3 | $3.58M | Sell |
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|
2020
Q2 | $3.7M | Sell |
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|
2020
Q1 | $3.39M | Buy |
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|
2018
Q4 | $640K | Hold |
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|
2018
Q3 | $715K | Hold |
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|
2018
Q2 | $658K | Sell |
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|
2018
Q1 | $656K | Sell |
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|
2017
Q4 | $704K | Sell |
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|
2017
Q3 | $701K | Sell |
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|
2017
Q2 | $681K | Sell |
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|
2017
Q1 | $920K | Sell |
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|
2016
Q4 | $903K | Buy |
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|
2016
Q3 | $585K | Buy |
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|
2016
Q2 | $515K | Buy |
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|
2016
Q1 | $312K | Sell |
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|
2015
Q4 | $661K | Hold |
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|
2015
Q3 | $704K | Buy |
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|
2015
Q2 | $370K | Hold |
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|
2015
Q1 | $372K | Sell |
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|
2014
Q4 | $647K | Hold |
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|
2014
Q3 | $609K | Hold |
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|
2014
Q2 | $660K | Sell |
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|
2014
Q1 | $716K | Hold |
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|
2013
Q4 | $722K | Sell |
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|
2013
Q3 | $680K | Hold |
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|
2013
Q2 | $673K | Buy |
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