Gideon Capital 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
2020
Q1
Sell
2019
Q4
$1.15M Buy
2019
Q3
Sell
2019
Q2
$1M Buy
2019
Q1
$610K Buy
2018
Q4
$353K Buy
2015
Q3
Sell
2015
Q2
$2.02M Buy
2015
Q1
Sell
2014
Q4
$2.18M Sell
2014
Q3
$2.27M Buy
2014
Q2
$540K Sell
2014
Q1
$1.39M Buy
2013
Q4
$263K Buy