Marshwinds Advisory’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
Q4 | $1.36M | Buy |
|
|||||
|
2018
Q3 | $1.52M | Sell |
|
|||||
|
2018
Q2 | $1.41M | Sell |
|
|||||
|
2018
Q1 | $1.42M | Hold |
|
|||||
|
2017
Q4 | $1.51M | Sell |
|
|||||
|
2017
Q3 | $1.4M | Sell |
|
|||||
|
2017
Q2 | $1.33M | Sell |
|
|||||
|
2017
Q1 | $1.27M | Sell |
|
|||||
|
2016
Q4 | $1.22M | Buy |
|
|||||
|
2016
Q3 | $1.05M | Hold |
|
|||||
|
2016
Q2 | $997K | Buy |
|
|||||
|
2016
Q1 | $1.01M | Hold |
|
|||||
|
2015
Q4 | $1.14M | Buy |
|
|||||
|
2015
Q3 | $1.22M | Sell |
|
|||||
|
2015
Q2 | $1.28M | Sell |
|
|||||
|
2015
Q1 | $1.3M | Sell |
|
|||||
|
2014
Q4 | $1.57M | Sell |
|
|||||
|
2014
Q3 | $1.51M | Sell |
|
|||||
|
2014
Q2 | $1.67M | Buy |
|
|||||
|
2014
Q1 | $1.52M | Hold |
|
|||||
|
2013
Q4 | $1.53M | Sell |
|
|||||
|
2013
Q3 | $1.33M | Buy |
|
|||||
|
2013
Q2 | $1.32M | Buy |
|