Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $319K | Sell |
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|
2020
Q3 | $270K | Buy |
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|
2020
Q2 | $249K | Sell |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $410K | Buy |
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|
2019
Q3 | $348K | Hold |
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|
2019
Q2 | $364K | Buy |
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|
2019
Q1 | $296K | Sell |
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|
2018
Q4 | $258K | Buy |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q2 | $264K | Buy |
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|
2018
Q1 | $250K | Buy |
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|
2017
Q4 | $266K | Buy |
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|
2017
Q3 | $240K | Buy |
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|
2017
Q2 | $223K | Buy |
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|
2017
Q1 | $209K | Buy |
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|
2016
Q4 | $195K | Buy |
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|
2016
Q3 | $167K | Buy |
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|
2016
Q2 | $158K | Buy |
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|
2016
Q1 | $159K | Buy |
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|
2015
Q4 | $180K | Buy |
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