Montag & Caldwell’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $299K | Hold |
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|
2019
Q3 | $284K | Hold |
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|
2019
Q2 | $296K | Hold |
|
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|
2019
Q1 | $262K | Hold |
|
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|
2018
Q4 | $229K | Hold |
|
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|
2018
Q3 | $256K | Hold |
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|
2018
Q2 | $235K | Hold |
|
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|
2018
Q1 | $224K | Hold |
|
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|
2017
Q4 | $238K | Hold |
|
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|
2017
Q3 | $217K | Hold |
|
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|
2017
Q2 | $202K | Buy |
|
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $100M | Sell |
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|
2014
Q4 | $306M | Sell |
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|
2014
Q3 | $289M | Sell |
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|
2014
Q2 | $349M | Sell |
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|
2014
Q1 | $357M | Buy |
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|
2013
Q4 | $260M | Sell |
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|
2013
Q3 | $228M | Sell |
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|
2013
Q2 | $244M | Buy |
|