USCA RIA’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $892K | Buy |
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|
2020
Q4 | $748K | Buy |
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|
2020
Q3 | $488K | Sell |
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|
2020
Q2 | $464K | Buy |
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|
2020
Q1 | $411K | Buy |
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|
2019
Q4 | $453K | Sell |
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|
2019
Q3 | $438K | Buy |
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|
2019
Q2 | $422K | Buy |
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|
2019
Q1 | $317K | Sell |
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|
2018
Q4 | $728K | Buy |
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|
2018
Q3 | $762K | Sell |
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|
2018
Q2 | $762K | Sell |
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|
2018
Q1 | $3.38M | Buy |
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|
2017
Q4 | $3.3M | Buy |
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|
2017
Q3 | $2.46M | Hold |
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|
2017
Q2 | $2.46M | Buy |
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|
2017
Q1 | $2.28M | Sell |
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|
2016
Q4 | $3.2M | Sell |
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|
2016
Q3 | $2.98M | Sell |
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|
2016
Q2 | $2.85M | Buy |
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|
2016
Q1 | $2.4M | Buy |
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|
2015
Q4 | $2.1M | Buy |
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|
2015
Q3 | $2.07M | Buy |
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|
2015
Q2 | $333K | Buy |
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|
2015
Q1 | $294K | Buy |
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|
2014
Q4 | $279K | Buy |
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|
2014
Q3 | $246K | Buy |
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|
2014
Q2 | $217K | Buy |
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