Nelson Capital Management’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 | $281K | Hold |
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|
2019
Q3 | $267K | Sell |
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|
2019
Q2 | $344K | Hold |
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|
2019
Q1 | $305K | Hold |
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|
2018
Q4 | $266K | Hold |
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|
2018
Q3 | $297K | Sell |
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|
2018
Q2 | $293K | Hold |
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|
2018
Q1 | $279K | Hold |
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|
2017
Q4 | $297K | Sell |
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|
2017
Q3 | $307K | Sell |
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|
2017
Q2 | $286K | Buy |
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|
2017
Q1 | $268K | Hold |
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|
2016
Q4 | $251K | Sell |
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|
2016
Q3 | $259K | Buy |
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|
2016
Q2 | $201K | Sell |
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|
2016
Q1 | $295K | Sell |
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|
2015
Q4 | $488K | Sell |
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|
2015
Q3 | $644K | Sell |
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|
2015
Q2 | $704K | Sell |
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|
2015
Q1 | $919K | Sell |
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|
2014
Q4 | $1.19M | Hold |
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|
2014
Q3 | $1.12M | Sell |
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|
2014
Q2 | $1.44M | Buy |
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|
2014
Q1 | $1.34M | Buy |
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|
2013
Q4 | $1.34M | Hold |
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|
2013
Q3 | $1.12M | Hold |
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|
2013
Q2 | $1.11M | Buy |
|