Waddell & Reed Financial’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 Q1	$131M	Buy	928,803 +664,240	+251%	+$87.8M	0.27%	107
2020 Q4	$32M	Buy	264,563 +130,986	+98%	+$14.5M	0.07%	310
2020 Q3	$13.4M	Buy	+133,577	New	+$13.1M	0.03%	361
2016 Q2	–	Sell	-125,000	Closed	-$7.67M	–	587
2016 Q1	$7.67M	Hold	125,000	–	–	0.01%	431
2015 Q4	$8.69M	Sell	125,000 -614,163	-83%	-$44.7M	0.01%	432
2015 Q3	$54.8M	Buy	739,163 +182,600	+33%	+$14M	0.09%	206
2015 Q2	$43.3M	Sell	556,563 -573,860	-51%	-$45.5M	0.06%	239
2015 Q1	$88.3M	Buy	1,130,423 +492,860	+77%	+$40.9M	0.12%	184
2014 Q4	$59.3M	Buy	637,563 +26,400	+4%	+$2.37M	0.08%	214
2014 Q3	$53.5M	Buy	611,163 +8,063	+1%	+$726K	0.07%	217
2014 Q2	$57.2M	Buy	603,100 +6,900	+1%	+$622K	0.08%	226
2014 Q1	$53.7M	Buy	+596,200	New	+$53.3M	0.08%	221
2013 Q4	–	Sell	-50,000	Closed	-$3.78M	–	558
2013 Q3	$3.78M	Sell	50,000 -50,000	-50%	-$3.76M	0.01%	505
2013 Q2	$7.48M	Buy	+100,000	New	+$7.11M	0.02%	412