Train Babcock Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $249K | Hold |
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|
2017
Q2 | $231K | Sell |
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|
2017
Q1 | $281K | Hold |
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|
2016
Q4 | $263K | Hold |
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|
2016
Q3 | $227K | Hold |
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|
2016
Q2 | $216K | Sell |
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|
2016
Q1 | $237K | Hold |
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|
2015
Q4 | $268K | Hold |
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|
2015
Q3 | $286K | Hold |
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|
2015
Q2 | $299K | Sell |
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|
2015
Q1 | $332K | Hold |
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|
2014
Q4 | $395K | Hold |
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|
2014
Q3 | $372K | Hold |
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|
2014
Q2 | $404K | Hold |
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|
2014
Q1 | $383K | Hold |
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|
2013
Q4 | $385K | Hold |
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|
2013
Q3 | $321K | Sell |
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|
2013
Q2 | $355K | Buy |
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