Wheatland Advisors’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
Q1 | – | Sell |
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|
2019
Q4 | $548K | Sell |
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|
2019
Q3 | $544K | Sell |
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|
2019
Q2 | $642K | Hold |
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|
2019
Q1 | $568K | Buy |
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|
2018
Q4 | $391K | Hold |
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|
2018
Q3 | $437K | Hold |
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|
2018
Q2 | $402K | Hold |
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|
2018
Q1 | $382K | Hold |
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|
2017
Q4 | $407K | Hold |
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|
2017
Q3 | $371K | Hold |
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|
2017
Q2 | $345K | Hold |
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|
2017
Q1 | $324K | Hold |
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|
2016
Q4 | $304K | Hold |
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|
2016
Q3 | $263K | Hold |
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|
2016
Q2 | $249K | Hold |
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|
2016
Q1 | $252K | Hold |
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|
2015
Q4 | $285K | Hold |
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|
2015
Q3 | $304K | Hold |
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|
2015
Q2 | $319K | Hold |
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|
2015
Q1 | $320K | Hold |
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|
2014
Q4 | $381K | Hold |
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|
2014
Q3 | $359K | Hold |
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|
2014
Q2 | $389K | Hold |
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|
2014
Q1 | $369K | Hold |
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|
2013
Q4 | $372K | Buy |
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