UA
Unison Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,939
| Closed | -$1.98M | – | 143 |
|
|
2019
Q4 | $1.98M | Buy |
15,939
+56
| +0.4% | +$6.97K | 1.43% | 10 |
|
|
2019
Q3 | $1.88M | Buy |
15,883
+48
| +0.3% | +$5.68K | 1.44% | 7 |
|
|
2019
Q2 | $1.95M | Buy |
15,835
+52
| +0.3% | +$6.42K | 1.47% | 7 |
|
|
2019
Q1 | $1.73M | Buy |
15,783
+58
| +0.4% | +$6.34K | 1.28% | 12 |
|
|
2018
Q4 | $1.5M | Hold |
15,725
| – | – | 1.19% | 14 |
|
|
2018
Q3 | $1.68M | Buy |
15,725
+53
| +0.3% | +$5.65K | 1.17% | 20 |
|
|
2018
Q2 | $1.54M | Buy |
15,672
+53
| +0.3% | +$5.19K | 1.13% | 20 |
|
|
2018
Q1 | $1.46M | Buy |
15,619
+59
| +0.4% | +$5.5K | 1.09% | 26 |
|
|
2017
Q4 | $1.55M | Buy |
+15,560
| New | +$1.55M | 1.13% | 20 |
|