Arbor Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-32,158
| Closed | -$2.49M | – | 56 |
|
|
2017
Q1 | $2.49M | Sell |
32,158
-4,194
| -12% | -$325K | 2.19% | 20 |
|
|
2016
Q4 | $2.87K | Sell |
36,352
-4,662
| -11% | -$368 | 2.24% | 15 |
|
|
2016
Q3 | $2.47M | Buy |
41,014
+3,719
| +10% | +$224K | 2.1% | 18 |
|
|
2016
Q2 | $2.4M | Buy |
37,295
+791
| +2% | +$50.8K | 2.26% | 18 |
|
|
2016
Q1 | $2.37M | Buy |
36,504
+2,763
| +8% | +$179K | 2.45% | 16 |
|
|
2015
Q4 | $1.78M | Buy |
+33,741
| New | +$1.78M | 1.94% | 18 |
|