AHL Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $15.3M | Buy |
154,317
+69,456
| +82% | +$6.9M | 0.24% | 42 |
|
|
2017
Q3 | $7.68M | Buy |
84,861
+15,208
| +22% | +$1.38M | 0.14% | 263 |
|
|
2017
Q2 | $5.87M | Buy |
69,653
+5,064
| +8% | +$427K | 0.12% | 284 |
|
|
2017
Q1 | $5.11M | Sell |
64,589
-2,930
| -4% | -$232K | 0.11% | 329 |
|
|
2016
Q4 | $5M | Buy |
67,519
+48,632
| +257% | +$3.6M | 0.15% | 262 |
|
|
2016
Q3 | $1.21M | Buy |
18,887
+12,905
| +216% | +$827K | 0.05% | 540 |
|
|
2016
Q2 | $364K | Buy |
+5,982
| New | +$364K | 0.02% | 669 |
|
|
2015
Q3 | – | Sell |
-72,289
| Closed | -$5.62M | – | 692 |
|
|
2015
Q2 | $5.62M | Buy |
72,289
+10,484
| +17% | +$815K | 0.22% | 133 |
|
|
2015
Q1 | $4.83M | Buy |
61,805
+31,100
| +101% | +$2.43M | 0.19% | 203 |
|
|
2014
Q4 | $2.86M | Sell |
30,705
-9,823
| -24% | -$914K | 0.15% | 256 |
|
|
2014
Q3 | $3.55M | Buy |
+40,528
| New | +$3.55M | 0.28% | 116 |
|