Gerald L. Ray & Associates’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
Q3 | $2.37M | Hold |
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|
2017
Q2 | $2.2M | Hold |
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|
2017
Q1 | $2.07M | Hold |
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|
2016
Q4 | $1.94M | Buy |
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|
2016
Q3 | $1.6M | Sell |
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|
2016
Q2 | $1.59M | Sell |
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|
2016
Q1 | $1.77M | Sell |
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|
2015
Q4 | $2.15M | Sell |
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|
2015
Q3 | $2.36M | Sell |
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|
2015
Q2 | $2.5M | Sell |
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|
2015
Q1 | $2.54M | Buy |
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|
2014
Q4 | $2.49M | Sell |
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|
2014
Q3 | $2.34M | Buy |
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|
2014
Q2 | $2.54M | Sell |
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|
2014
Q1 | $2.41M | Hold |
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|
2013
Q4 | $2.43M | Buy |
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|
2013
Q3 | $1.83M | Sell |
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|
2013
Q2 | $1.82M | Buy |
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