Sonora Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $35K | Sell |
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|
2021
Q2 | $51K | Buy |
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|
2021
Q1 | $41K | Buy |
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|
2020
Q4 | $30K | Buy |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $20K | Sell |
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|
2019
Q4 | $42K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $52K | Buy |
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|
2019
Q1 | $30K | Hold |
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|
2018
Q4 | $26K | Hold |
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|
2018
Q3 | $29K | Sell |
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|
2018
Q2 | $34K | Buy |
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|
2018
Q1 | $27.5K | Buy |
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|
2017
Q4 | $26.8K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $27.4K | Hold |
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|
2017
Q1 | $25.7K | Buy |
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|
2016
Q4 | $7.41K | Sell |
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|
2016
Q3 | $8.64K | Buy |
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|
2016
Q2 | $6.08K | Hold |
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|
2016
Q1 | $6.57K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $12K | Buy |
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