Haverford Financial Services’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 |
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|
2019
Q4 | $813K | Hold |
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|
2019
Q3 | $772K | Sell |
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|
2019
Q2 | $930K | Hold |
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|
2019
Q1 | $823K | Sell |
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|
2018
Q4 | $797K | Buy |
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|
2018
Q3 | $768K | Hold |
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|
2018
Q2 | $707K | Hold |
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|
2018
Q1 | $673K | Buy |
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|
2017
Q4 | $520K | Hold |
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|
2017
Q3 | $472K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $8.02M | Sell |
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|
2015
Q3 | $9.47M | Sell |
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|
2015
Q2 | $9.94M | Sell |
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|
2015
Q1 | $10.4M | Buy |
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|
2014
Q4 | $10.4M | Buy |
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|
2014
Q3 | $6.1M | Buy |
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|
2014
Q2 | $4.82M | Buy |
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|
2014
Q1 | $4.48M | Buy |
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|
2013
Q4 | $4.51M | Buy |
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|
2013
Q3 | $2.51M | Buy |
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