AAM
Autus Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,450
| Closed | -$237K | – | 154 |
|
|
2021
Q4 | $237K | Hold |
1,450
| – | – | 0.02% | 168 |
|
|
2021
Q3 | $243K | Sell |
1,450
-60
| -4% | -$10.1K | 0.03% | 156 |
|
|
2021
Q2 | $249K | Sell |
1,510
-100
| -6% | -$16.5K | 0.03% | 154 |
|
|
2021
Q1 | $228K | Sell |
1,610
-136
| -8% | -$19.3K | 0.03% | 157 |
|
|
2020
Q4 | $211K | Buy |
+1,746
| New | +$211K | 0.03% | 152 |
|
|
2020
Q3 | – | Sell |
-2,566
| Closed | -$244K | – | 152 |
|
|
2020
Q2 | $244K | Buy |
2,566
+181
| +8% | +$17.2K | 0.04% | 141 |
|
|
2020
Q1 | $204K | Sell |
2,385
-587
| -20% | -$50.2K | 0.04% | 133 |
|
|
2019
Q4 | $370K | Sell |
2,972
-25
| -0.8% | -$3.11K | 0.05% | 122 |
|
|
2019
Q3 | $354K | Buy |
2,997
+500
| +20% | +$59.1K | 0.06% | 125 |
|
|
2019
Q2 | $308K | Sell |
2,497
-69
| -3% | -$8.51K | 0.05% | 129 |
|
|
2019
Q1 | $280K | Sell |
2,566
-480
| -16% | -$52.4K | 0.05% | 138 |
|
|
2018
Q4 | $290K | Hold |
3,046
| – | – | 0.06% | 124 |
|
|
2018
Q3 | $324K | Sell |
3,046
-1,000
| -25% | -$106K | 0.05% | 125 |
|
|
2018
Q2 | $396K | Sell |
4,046
-264
| -6% | -$25.8K | 0.07% | 116 |
|
|
2018
Q1 | $402K | Sell |
4,310
-1,941
| -31% | -$181K | 0.07% | 117 |
|
|
2017
Q4 | $620K | Sell |
6,251
-923
| -13% | -$91.5K | 0.11% | 105 |
|
|
2017
Q3 | $649K | Sell |
7,174
-430
| -6% | -$38.9K | 0.12% | 103 |
|
|
2017
Q2 | $641K | Sell |
7,604
-910
| -11% | -$76.7K | 0.13% | 102 |
|
|
2017
Q1 | $674K | Hold |
8,514
| – | – | 0.14% | 103 |
|
|
2016
Q4 | $630K | Sell |
8,514
-65
| -0.8% | -$4.81K | 0.14% | 110 |
|
|
2016
Q3 | $549K | Sell |
8,579
-1,409
| -14% | -$90.2K | 0.12% | 113 |
|
|
2016
Q2 | $607K | Sell |
9,988
-681
| -6% | -$41.4K | 0.14% | 113 |
|
|
2016
Q1 | $655K | Sell |
10,669
-5,459
| -34% | -$335K | 0.16% | 104 |
|
|
2015
Q4 | $1.12M | Buy |
+16,128
| New | +$1.12M | 0.29% | 84 |
|