1st Global Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-3,038
| Closed | -$288K | – | 445 |
|
2014
Q2 | $288K | Sell |
3,038
-123
| -4% | -$11.7K | 0.04% | 311 |
|
2014
Q1 | $285K | Sell |
3,161
-68
| -2% | -$6.13K | 0.05% | 285 |
|
2013
Q4 | $293K | Sell |
3,229
-423
| -12% | -$38.4K | 0.05% | 275 |
|
2013
Q3 | $276K | Sell |
3,652
-547
| -13% | -$41.3K | 0.06% | 266 |
|
2013
Q2 | $314K | Buy |
+4,199
| New | +$314K | 0.07% | 210 |
|