AO
Allen Operations’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-21,600
| Closed | -$1.89M | – | 25 |
|
|
2014
Q3 | $1.89M | Hold |
21,600
| – | – | 2.19% | 19 |
|
|
2014
Q2 | $2.05M | Hold |
21,600
| – | – | 2.47% | 17 |
|
|
2014
Q1 | $1.95M | Hold |
21,600
| – | – | 2.41% | 16 |
|
|
2013
Q4 | $1.96M | Hold |
21,600
| – | – | 2.78% | 14 |
|
|
2013
Q3 | $1.63M | Hold |
21,600
| – | – | 2.48% | 15 |
|
|
2013
Q2 | $1.62M | Buy |
+21,600
| New | +$1.62M | 2.71% | 14 |
|