Asset Planning Services (Pennsylvania)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-430
| Closed | -$40K | – | 265 |
|
|
2018
Q1 | $40K | Sell |
430
-1,034
| -71% | -$96.2K | 0.02% | 138 |
|
|
2017
Q4 | $145K | Hold |
1,464
| – | – | 0.07% | 82 |
|
|
2017
Q3 | $132K | Hold |
1,464
| – | – | 0.07% | 86 |
|
|
2017
Q2 | $123K | Hold |
1,464
| – | – | 0.08% | 89 |
|
|
2017
Q1 | $116K | Hold |
1,464
| – | – | 0.08% | 89 |
|
|
2016
Q4 | $108K | Hold |
1,464
| – | – | 0.09% | 87 |
|
|
2016
Q3 | $94K | Hold |
1,464
| – | – | 0.08% | 96 |
|
|
2016
Q2 | $89K | Buy |
1,464
+6
| +0.4% | +$365 | 0.08% | 106 |
|
|
2016
Q1 | $90K | Buy |
1,458
+8
| +0.6% | +$494 | 0.08% | 109 |
|
|
2015
Q4 | $101K | Buy |
+1,450
| New | +$101K | 0.1% | 80 |
|
|
2015
Q3 | – | Sell |
-114
| Closed | -$9K | – | 234 |
|
|
2015
Q2 | $9K | Buy |
+114
| New | +$9K | 0.01% | 185 |
|