Homrich & Berg’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.12M | Buy |
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|
2021
Q2 | $3.71M | Buy |
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|
2021
Q1 | $2.95M | Buy |
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|
2020
Q4 | $2.28M | Buy |
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|
2020
Q3 | $1.6M | Buy |
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|
2020
Q2 | $1.32M | Buy |
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|
2020
Q1 | $720K | Buy |
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|
2019
Q4 | $493K | Buy |
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|
2019
Q3 | $409K | Sell |
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|
2019
Q2 | $431K | Buy |
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|
2019
Q1 | $349K | Buy |
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|
2018
Q4 | $246K | Buy |
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|
2018
Q3 | $259K | Buy |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $1.45M | Buy |
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|
2017
Q4 | $1.53M | Sell |
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|
2017
Q3 | $1.4M | Buy |
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|
2017
Q2 | $407K | Sell |
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|
2017
Q1 | $386K | Sell |
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|
2016
Q4 | $381K | Buy |
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|
2016
Q3 | $281K | Buy |
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|
2016
Q2 | $265K | Sell |
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|
2016
Q1 | $319K | Buy |
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|
2015
Q4 | $354K | Buy |
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|
2015
Q3 | $354K | Sell |
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|
2015
Q2 | $423K | Buy |
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|
2015
Q1 | $370K | Buy |
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|
2014
Q4 | $435K | Buy |
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|
2014
Q3 | $355K | Buy |
|
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|
2014
Q2 | $369K | Buy |
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|
2014
Q1 | $348K | Sell |
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|
2013
Q4 | $375K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $302K | Buy |
|