Genesee Valley Trust’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
2017
Q1
$474 Sell
2016
Q4
$655 Sell
2016
Q3
$624K Sell
2016
Q2
$593K Sell
2016
Q1
$600K Buy
2015
Q4
$669K Sell
2015
Q3
$855K Buy
2015
Q2
$750K Buy
2015
Q1
$288K Hold
2014
Q4
$343K Buy
2014
Q1
Sell
2013
Q4
$347K Buy
2013
Q3
$241K Buy
2013
Q2
$219K Buy