SBSB
Sullivan, Bruyette, Speros & Blaney’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $559K | Buy |
3,954
+437
| +12% | +$61.8K | 0.02% | 169 |
|
|
2020
Q4 | $425K | Sell |
3,517
-345
| -9% | -$41.7K | 0.02% | 184 |
|
|
2020
Q3 | $387K | Hold |
3,862
| – | – | 0.02% | 171 |
|
|
2020
Q2 | $368K | Buy |
3,862
+10
| +0.3% | +$953 | 0.02% | 167 |
|
|
2020
Q1 | $330K | Buy |
3,852
+144
| +4% | +$12.3K | 0.02% | 156 |
|
|
2019
Q4 | $462K | Buy |
3,708
+52
| +1% | +$6.48K | 0.03% | 150 |
|
|
2019
Q3 | $432K | Hold |
3,656
| – | – | 0.03% | 146 |
|
|
2019
Q2 | $451K | Hold |
3,656
| – | – | 0.03% | 138 |
|
|
2019
Q1 | $400K | Hold |
3,656
| – | – | 0.02% | 137 |
|
|
2018
Q4 | $348K | Hold |
3,656
| – | – | 0.02% | 138 |
|
|
2018
Q3 | $389K | Hold |
3,656
| – | – | 0.04% | 116 |
|
|
2018
Q2 | $358K | Sell |
3,656
-270
| -7% | -$26.4K | 0.03% | 120 |
|
|
2018
Q1 | $366K | Sell |
3,926
-898
| -19% | -$83.7K | 0.04% | 113 |
|
|
2017
Q4 | $479K | Sell |
4,824
-1,730
| -26% | -$172K | 0.05% | 94 |
|
|
2017
Q3 | $593K | Hold |
6,554
| – | – | 0.06% | 79 |
|
|
2017
Q2 | $552K | Sell |
6,554
-336
| -5% | -$28.3K | 0.06% | 81 |
|
|
2017
Q1 | $545K | Sell |
6,890
-1,049
| -13% | -$83K | 0.05% | 78 |
|
|
2016
Q4 | $588K | Buy |
7,939
+795
| +11% | +$58.9K | 0.06% | 72 |
|
|
2016
Q3 | $458K | Sell |
7,144
-1,092
| -13% | -$70K | 0.05% | 81 |
|
|
2016
Q2 | $500K | Buy |
+8,236
| New | +$500K | 0.05% | 72 |
|