San Francisco Sentry Investment Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $55K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $32K | Buy |
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|
2020
Q1 | $27K | Sell |
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|
2019
Q4 | $43K | Sell |
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|
2019
Q3 | $59K | Hold |
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|
2019
Q2 | $62K | Hold |
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|
2019
Q1 | $55K | Buy |
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|
2018
Q4 | $33K | Sell |
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|
2018
Q3 | $37K | Buy |
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|
2018
Q2 | $28K | Sell |
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|
2018
Q1 | $101K | Buy |
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|
2017
Q4 | $100K | Hold |
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|
2017
Q3 | $91K | Sell |
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|
2017
Q2 | $198K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $104K | Buy |
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|
2014
Q2 | $105K | Sell |
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|
2014
Q1 | $106K | Sell |
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|
2013
Q4 | $109K | Sell |
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|
2013
Q3 | $91K | Sell |
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|
2013
Q2 | $120K | Buy |
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