Mariner Wealth Advisors (Cincinnati)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $322K | Hold |
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|
2018
Q2 | $297K | Buy |
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|
2018
Q1 | $273K | Sell |
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|
2017
Q4 | $302K | Buy |
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|
2017
Q3 | $264K | Buy |
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|
2017
Q2 | $204K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $239K | Buy |
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|
2015
Q1 | $323K | Buy |
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|
2014
Q4 | $357K | Sell |
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|
2014
Q3 | $356K | Buy |
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|
2014
Q2 | $350K | Buy |
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|
2014
Q1 | $309K | Sell |
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|
2013
Q4 | $329K | Buy |
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|
2013
Q3 | $228K | Sell |
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|
2013
Q2 | $282K | Buy |
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