Wellesley Investment Partners’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$252K Buy
2020
Q2
$231K Hold
2020
Q1
$208K Hold
2019
Q4
$303K Hold
2019
Q3
$288K Buy