Geneva Advisors’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 | $200K | Sell |
|
|||||
|
2016
Q4 | $253K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $203K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $215K | Sell |
|
|||||
|
2014
Q4 | $390K | Sell |
|
|||||
|
2014
Q3 | $414K | Buy |
|
|||||
|
2014
Q2 | $445K | Buy |
|
|||||
|
2014
Q1 | $358K | Buy |
|
|||||
|
2013
Q4 | $338K | Buy |
|
|||||
|
2013
Q3 | $251K | Sell |
|
|||||
|
2013
Q2 | $256K | Buy |
|