Triad Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.85M | Hold |
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|
2023
Q4 | $1.52M | Hold |
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|
2023
Q3 | $1.21M | Hold |
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|
2023
Q2 | $1.42M | Hold |
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|
2023
Q1 | $1.34M | Hold |
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|
2022
Q4 | $1.2M | Hold |
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|
2022
Q3 | $1.1M | Hold |
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|
2022
Q2 | $1.13M | Hold |
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|
2022
Q1 | $1.52M | Hold |
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|
2021
Q4 | $1.33M | Buy |
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|
2020
Q4 | $981K | Hold |
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|
2020
Q3 | $812K | Hold |
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|
2020
Q2 | $771K | Sell |
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|
2020
Q1 | $750K | Hold |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $840K | Buy |
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