Sullivan, Bruyette, Speros & Blaney’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
Q1 | $559K | Buy |
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|
2020
Q4 | $425K | Sell |
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|
2020
Q3 | $387K | Hold |
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|
2020
Q2 | $368K | Buy |
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|
2020
Q1 | $330K | Buy |
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|
2019
Q4 | $462K | Buy |
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|
2019
Q3 | $432K | Hold |
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|
2019
Q2 | $451K | Hold |
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|
2019
Q1 | $400K | Hold |
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|
2018
Q4 | $348K | Hold |
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|
2018
Q3 | $389K | Hold |
|
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|
2018
Q2 | $358K | Sell |
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|
2018
Q1 | $366K | Sell |
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|
2017
Q4 | $479K | Sell |
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|
2017
Q3 | $593K | Hold |
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|
2017
Q2 | $552K | Sell |
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|
2017
Q1 | $545K | Sell |
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|
2016
Q4 | $588K | Buy |
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|
2016
Q3 | $458K | Sell |
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|
2016
Q2 | $500K | Buy |
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