Atherton Lane Advisers’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $833K | Sell |
11,972
-1,978
| -14% | -$138K | 0.05% | 112 |
|
|
2015
Q3 | $1.03M | Sell |
13,950
-560
| -4% | -$41.5K | 0.06% | 97 |
|
|
2015
Q2 | $1.13M | Hold |
14,510
| – | – | 0.06% | 94 |
|
|
2015
Q1 | $1.13M | Sell |
14,510
-499
| -3% | -$39K | 0.06% | 104 |
|
|
2014
Q4 | $1.4M | Hold |
15,009
| – | – | 0.08% | 96 |
|
|
2014
Q3 | $1.31M | Buy |
15,009
+400
| +3% | +$35K | 0.07% | 102 |
|
|
2014
Q2 | $1.39M | Sell |
14,609
-445
| -3% | -$42.2K | 0.08% | 100 |
|
|
2014
Q1 | $1.36M | Sell |
15,054
-19
| -0.1% | -$1.71K | 0.08% | 81 |
|
|
2013
Q4 | $1.37M | Hold |
15,073
| – | – | 0.09% | 80 |
|
|
2013
Q3 | $1.14M | Buy |
15,073
+41
| +0.3% | +$3.1K | 0.08% | 74 |
|
|
2013
Q2 | $1.12M | Buy |
+15,032
| New | +$1.12M | 0.08% | 70 |
|