Windsor Financial Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.4M | Hold |
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|
2017
Q1 | $1.31M | Hold |
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|
2016
Q4 | $1.23M | Hold |
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|
2016
Q3 | $1.06M | Hold |
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|
2016
Q2 | $1.01M | Hold |
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|
2016
Q1 | $1.02M | Hold |
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|
2015
Q4 | $1.15M | Hold |
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|
2015
Q3 | $1.23M | Hold |
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|
2015
Q2 | $1.29M | Hold |
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|
2015
Q1 | $1.3M | Hold |
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|
2014
Q4 | $1.54M | Hold |
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|
2014
Q3 | $1.45M | Sell |
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|
2014
Q2 | $1.58M | Hold |
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|
2014
Q1 | $1.5M | Hold |
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|
2013
Q4 | $1.51M | Hold |
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|
2013
Q3 | $1.25M | Hold |
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|
2013
Q2 | $1.24M | Buy |
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