MWAC
Mariner Wealth Advisors (Cincinnati)’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $322K | Hold |
3,028
| – | – | 0.02% | 237 |
|
|
2018
Q2 | $297K | Buy |
3,028
+106
| +4% | +$10.4K | 0.02% | 244 |
|
|
2018
Q1 | $273K | Sell |
2,922
-115
| -4% | -$10.7K | 0.02% | 241 |
|
|
2017
Q4 | $302K | Buy |
3,037
+115
| +4% | +$11.4K | 0.02% | 229 |
|
|
2017
Q3 | $264K | Buy |
2,922
+500
| +21% | +$45.2K | 0.02% | 233 |
|
|
2017
Q2 | $204K | Buy |
+2,422
| New | +$204K | 0.01% | 248 |
|
|
2016
Q1 | – | Sell |
-3,431
| Closed | -$239K | – | 240 |
|
|
2015
Q4 | $239K | Buy |
+3,431
| New | +$239K | 0.02% | 213 |
|
|
2015
Q1 | $323K | Buy |
4,131
+295
| +8% | +$23.1K | 0.05% | 140 |
|
|
2014
Q4 | $357K | Sell |
3,836
-236
| -6% | -$22K | 0.05% | 132 |
|
|
2014
Q3 | $356K | Buy |
4,072
+381
| +10% | +$33.3K | 0.06% | 127 |
|
|
2014
Q2 | $350K | Buy |
3,691
+258
| +8% | +$24.5K | 0.06% | 118 |
|
|
2014
Q1 | $309K | Sell |
3,433
-197
| -5% | -$17.7K | 0.05% | 115 |
|
|
2013
Q4 | $329K | Buy |
3,630
+607
| +20% | +$55K | 0.05% | 112 |
|
|
2013
Q3 | $228K | Sell |
3,023
-750
| -20% | -$56.6K | 0.04% | 116 |
|
|
2013
Q2 | $282K | Buy |
+3,773
| New | +$282K | 0.06% | 105 |
|