Smith Hayes Advisers’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
Q1 | $414K | Buy |
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|
2015
Q4 | $413K | Buy |
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|
2015
Q3 | $431K | Buy |
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|
2015
Q2 | $452K | Sell |
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|
2015
Q1 | $495K | Sell |
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|
2014
Q4 | $625K | Buy |
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|
2014
Q3 | $536K | Sell |
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|
2014
Q2 | $611K | Buy |
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|
2014
Q1 | $578K | Buy |
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|
2013
Q4 | $566K | Buy |
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|
2013
Q3 | $471K | Buy |
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|
2013
Q2 | $449K | Buy |
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