Stellar Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $352K | Hold |
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|
2020
Q1 | $317K | Sell |
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|
2019
Q4 | $523K | Sell |
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|
2019
Q3 | $503K | Hold |
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|
2019
Q2 | $464K | Hold |
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|
2019
Q1 | $464K | Hold |
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|
2018
Q4 | $406K | Hold |
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|
2018
Q3 | $453K | Sell |
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|
2018
Q2 | $419K | Buy |
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|
2018
Q1 | $397K | Sell |
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|
2017
Q4 | $543K | Sell |
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|
2017
Q3 | $524K | Buy |
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|
2017
Q2 | $488K | Buy |
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|
2017
Q1 | $458K | Buy |
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|
2016
Q4 | $429K | Buy |
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|
2016
Q2 | $352K | Sell |
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|
2016
Q1 | $361K | Sell |
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|
2015
Q4 | $491K | Hold |
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|
2015
Q3 | $523K | Sell |
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|
2015
Q2 | $554K | Hold |
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|
2015
Q1 | $557K | Hold |
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|
2014
Q4 | $663K | Hold |
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|
2014
Q3 | $624K | Hold |
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|
2014
Q2 | $676K | Hold |
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|
2014
Q1 | $642K | Hold |
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|
2013
Q4 | $647K | Buy |
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