Atlantic Investment Company’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $219K | Buy |
+2,960
| New | +$219K | 0.64% | 43 |
|
|
2015
Q2 | – | Sell |
-5,535
| Closed | -$432K | – | 49 |
|
|
2015
Q1 | $432K | Hold |
5,535
| – | – | 0.85% | 35 |
|
|
2014
Q4 | $515K | Buy |
+5,535
| New | +$515K | 0.72% | 30 |
|
|
2014
Q3 | – | Sell |
-5,615
| Closed | -$533K | – | 33 |
|
|
2014
Q2 | $533K | Hold |
5,615
| – | – | 0.46% | 30 |
|
|
2014
Q1 | $506K | Hold |
5,615
| – | – | 0.49% | 29 |
|
|
2013
Q4 | $509K | Buy |
5,615
+90
| +2% | +$8.16K | 0.45% | 28 |
|
|
2013
Q3 | $417K | Hold |
5,525
| – | – | 0.27% | 37 |
|
|
2013
Q2 | $413K | Buy |
+5,525
| New | +$413K | 0.31% | 32 |
|