Inverness Counsel’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $26.7M | Buy |
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|
2022
Q2 | $24.2M | Sell |
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|
2022
Q1 | $32.8M | Sell |
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|
2021
Q4 | $38.4M | Sell |
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|
2021
Q3 | $40.9M | Sell |
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|
2021
Q2 | $42.1M | Buy |
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|
2021
Q1 | $28.5M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $271K | Hold |
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|
2015
Q3 | $289K | Sell |
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|
2015
Q2 | $386K | Sell |
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|
2015
Q1 | $515K | Sell |
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|
2014
Q4 | $6.16M | Sell |
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|
2014
Q3 | $9.11M | Sell |
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|
2014
Q2 | $19.9M | Sell |
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|
2014
Q1 | $22.8M | Sell |
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|
2013
Q4 | $23.7M | Sell |
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|
2013
Q3 | $22.9M | Sell |
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|
2013
Q2 | $28.7M | Buy |
|