SVA Wealth 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
Q4 | $251K | Sell |
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|
2020
Q3 | $210K | Sell |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.34M | Sell |
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|
2019
Q4 | $2.01M | Buy |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $2M | Sell |
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|
2019
Q1 | $3.21M | Buy |
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|
2018
Q4 | $2.22M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4.31M | Buy |
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|
2015
Q3 | $4.38M | Buy |
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|
2015
Q2 | $4.3M | Buy |
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|
2015
Q1 | $3.8M | Buy |
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|
2014
Q4 | $457K | Buy |
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|
2014
Q3 | $402K | Hold |
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|
2014
Q2 | $436K | Buy |
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|
2014
Q1 | $407K | Buy |
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|
2013
Q4 | $335K | Buy |
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