PacWest Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $10.3M | Sell |
|
|||||
|
2016
Q3 | $1.03M | Buy |
|
|||||
|
2016
Q2 | $920K | Sell |
|
|||||
|
2016
Q1 | $936K | Sell |
|
|||||
|
2015
Q4 | $1.08M | Sell |
|
|||||
|
2015
Q3 | $1.32M | Buy |
|
|||||
|
2015
Q2 | $1.36M | Buy |
|
|||||
|
2015
Q1 | $1.35M | Buy |
|
|||||
|
2014
Q4 | $1.54M | Buy |
|
|||||
|
2014
Q3 | $1.42M | Buy |
|
|||||
|
2014
Q2 | $1.52M | Buy |
|
|||||
|
2014
Q1 | $1.41M | Buy |
|
|||||
|
2013
Q4 | $601 | Sell |
|
|||||
|
2013
Q3 | $529K | Sell |
|
|||||
|
2013
Q2 | $527K | Buy |
|