Jacobus Wealth Management’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 | $633K | Hold |
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|
2017
Q2 | $590K | Hold |
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|
2017
Q1 | $554K | Hold |
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|
2016
Q4 | $519K | Hold |
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|
2016
Q3 | $448K | Hold |
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|
2016
Q2 | $425K | Sell |
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|
2016
Q1 | $465K | Hold |
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|
2015
Q4 | $527K | Hold |
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|
2015
Q3 | $562K | Sell |
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|
2015
Q2 | $633K | Sell |
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|
2015
Q1 | $737K | Buy |
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|
2014
Q4 | $866K | Sell |
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|
2014
Q3 | $873K | Sell |
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|
2014
Q2 | $1.16M | Hold |
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|
2014
Q1 | $1.1M | Buy |
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|
2013
Q4 | $1.08M | Buy |
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|
2013
Q3 | $752K | Sell |
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|
2013
Q2 | $745K | Buy |
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