Partnervest Advisory Services’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
Q3 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Sell |
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|
2019
Q3 | $323K | Buy |
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|
2019
Q2 | $290K | Sell |
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|
2019
Q1 | $262K | Buy |
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|
2018
Q4 | $223K | Sell |
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|
2018
Q3 | $270K | Sell |
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|
2018
Q2 | $261K | Buy |
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|
2018
Q1 | $235K | Sell |
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|
2017
Q4 | $250K | Sell |
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|
2017
Q3 | $229K | Sell |
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|
2017
Q2 | $219K | Sell |
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|
2017
Q1 | $217K | Hold |
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|
2016
Q4 | $203K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $80K | Hold |
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|
2014
Q1 | $76K | Buy |
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|
2013
Q4 | $75K | Sell |
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|
2013
Q3 | $92K | Sell |
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|
2013
Q2 | $106K | Buy |
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