Advantage Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $273K | Sell |
2,309
-138
| -6% | -$16.3K | 0.21% | 84 |
|
|
2019
Q2 | $302K | Buy |
2,447
+188
| +8% | +$23.2K | 0.23% | 79 |
|
|
2019
Q1 | $247K | Sell |
2,259
-339
| -13% | -$37.1K | 0.19% | 117 |
|
|
2018
Q4 | $248K | Buy |
2,598
+101
| +4% | +$9.64K | 0.19% | 91 |
|
|
2018
Q3 | $266K | Buy |
2,497
+848
| +51% | +$90.3K | 0.17% | 103 |
|
|
2018
Q2 | $162K | Sell |
1,649
-75
| -4% | -$7.37K | 0.12% | 151 |
|
|
2018
Q1 | $161K | Sell |
1,724
-645
| -27% | -$60.2K | 0.06% | 179 |
|
|
2017
Q4 | $235K | Sell |
2,369
-1,498
| -39% | -$149K | 0.07% | 154 |
|
|
2017
Q3 | $350K | Buy |
3,867
+1,484
| +62% | +$134K | 0.11% | 123 |
|
|
2017
Q2 | $201K | Buy |
2,383
+1,889
| +382% | +$159K | 0.07% | 159 |
|
|
2017
Q1 | $39K | Buy |
494
+269
| +120% | +$21.2K | 0.02% | 396 |
|
|
2016
Q4 | $17K | Buy |
225
+100
| +80% | +$7.56K | 0.01% | 538 |
|
|
2016
Q3 | $8K | Buy |
125
+75
| +150% | +$4.8K | ﹤0.01% | 649 |
|
|
2016
Q2 | $3K | Sell |
50
-30
| -38% | -$1.8K | ﹤0.01% | 744 |
|
|
2016
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 671 |
|
|
2015
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 652 |
|
|
2015
Q3 | $6K | Sell |
80
-1,625
| -95% | -$122K | ﹤0.01% | 621 |
|
|
2015
Q2 | $133K | Sell |
1,705
-30
| -2% | -$2.34K | 0.06% | 193 |
|
|
2015
Q1 | $136K | Buy |
1,735
+40
| +2% | +$3.14K | 0.08% | 181 |
|
|
2014
Q4 | $158K | Buy |
+1,695
| New | +$158K | 0.12% | 144 |
|