Willingdon Wealth Management’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 | $4K | Hold |
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|
2019
Q3 | $4K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $7K | Hold |
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|
2017
Q3 | $7K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.85M | Sell |
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|
2015
Q2 | $2.49M | Buy |
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|
2015
Q1 | $555K | Buy |
|