Banyan Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.15M | Sell |
35,944
-2,395
| -6% | -$210K | 0.27% | 93 |
|
|
2014
Q2 | $3.64M | Sell |
38,339
-301
| -0.8% | -$28.6K | 0.31% | 86 |
|
|
2014
Q1 | $3.48M | Sell |
38,640
-4,899
| -11% | -$441K | 0.3% | 90 |
|
|
2013
Q4 | $3.95M | Buy |
43,539
+9,988
| +30% | +$906K | 0.28% | 83 |
|
|
2013
Q3 | $2.53M | Buy |
33,551
+23,392
| +230% | +$1.77M | 0.22% | 101 |
|
|
2013
Q2 | $760K | Buy |
+10,159
| New | +$760K | 0.15% | 118 |
|