WealthTrust Fairport’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $426K | Hold |
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|
2018
Q4 | $372K | Sell |
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|
2018
Q3 | $423K | Sell |
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|
2018
Q2 | $401K | Sell |
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|
2018
Q1 | $454K | Buy |
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|
2017
Q4 | $381K | Buy |
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|
2017
Q3 | $339K | Buy |
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|
2017
Q2 | $313K | Hold |
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|
2017
Q1 | $293K | Sell |
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|
2016
Q4 | $314K | Buy |
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|
2016
Q3 | $233K | Buy |
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|
2016
Q2 | $572K | Sell |
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|
2016
Q1 | $248K | Sell |
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|
2015
Q4 | $2.79M | Sell |
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|
2015
Q3 | $3.01M | Sell |
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|
2015
Q2 | $3.17M | Sell |
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|
2015
Q1 | $5.44M | Sell |
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|
2014
Q4 | $8.3M | Sell |
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|
2014
Q3 | $8.06M | Sell |
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|
2014
Q2 | $8.85M | Sell |
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|
2014
Q1 | $8.7M | Sell |
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|
2013
Q4 | $9.21M | Sell |
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|
2013
Q3 | $8.06M | Sell |
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|
2013
Q2 | $8.04M | Buy |
|