Alpha Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-22,987
| Closed | -$2.14M | – | 75 |
|
2015
Q1 | $2.14M | Hold |
22,987
| – | – | 1.5% | 31 |
|
2014
Q4 | $2.14M | Sell |
22,987
-317
| -1% | -$29.5K | 1.5% | 31 |
|
2014
Q3 | $2.04M | Sell |
23,304
-127
| -0.5% | -$11.1K | 1.6% | 29 |
|
2014
Q2 | $2.22M | Sell |
23,431
-536
| -2% | -$50.9K | 1.6% | 26 |
|
2014
Q1 | $2.16M | Buy |
23,967
+75
| +0.3% | +$6.75K | 1.69% | 24 |
|
2013
Q4 | $2.17M | Buy |
23,892
+720
| +3% | +$65.3K | 1.74% | 23 |
|
2013
Q3 | $1.75M | Sell |
23,172
-767
| -3% | -$57.9K | 1.55% | 27 |
|
2013
Q2 | $1.79M | Buy |
+23,939
| New | +$1.79M | 1.68% | 25 |
|