WealthTrust-Arizona’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $100K | Hold |
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|
2018
Q3 | $112K | Sell |
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|
2018
Q2 | $107K | Sell |
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|
2018
Q1 | $108K | Buy |
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|
2017
Q4 | $115K | Hold |
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|
2017
Q3 | $104K | Hold |
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|
2017
Q2 | $97K | Buy |
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|
2017
Q1 | $91K | Hold |
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|
2016
Q4 | $85K | Buy |
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|
2016
Q3 | $63K | Buy |
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|
2016
Q2 | $58K | Hold |
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|
2016
Q1 | $59K | Buy |
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|
2015
Q4 | $42K | Sell |
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|
2015
Q3 | $48K | Sell |
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|
2015
Q2 | $66K | Hold |
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|
2015
Q1 | $66K | Buy |
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|
2014
Q4 | $51K | Hold |
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|
2014
Q3 | $48K | Buy |
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|
2014
Q2 | $41K | Sell |
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|
2014
Q1 | $40K | Sell |
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|
2013
Q4 | $63K | Sell |
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|
2013
Q3 | $53K | Buy |
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|
2013
Q2 | $51K | Buy |
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