Kovitz Investment Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $29M | Sell |
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|
2015
Q3 | $31.6M | Buy |
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|
2015
Q2 | $32.2M | Sell |
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|
2015
Q1 | $32.8M | Buy |
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|
2014
Q4 | $32.8M | Sell |
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|
2014
Q3 | $31.1M | Sell |
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|
2014
Q2 | $33.9M | Sell |
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|
2014
Q1 | $31.7M | Sell |
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|
2013
Q4 | $47.1M | Sell |
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|
2013
Q3 | $47.9M | Buy |
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|
2013
Q2 | $46.5M | Buy |
|