Bares Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-9,032
| Closed | -$840K | – | 12 |
|
2014
Q4 | $840K | Hold |
9,032
| – | – | 0.1% | 34 |
|
2014
Q3 | $791K | Sell |
9,032
-75
| -0.8% | -$6.57K | 0.1% | 35 |
|
2014
Q2 | $864K | Hold |
9,107
| – | – | 0.07% | 43 |
|
2014
Q1 | $820K | Hold |
9,107
| – | – | 0.07% | 44 |
|
2013
Q4 | $826K | Hold |
9,107
| – | – | 0.07% | 43 |
|
2013
Q3 | $682K | Hold |
9,107
| – | – | 0.06% | 50 |
|
2013
Q2 | $681K | Buy |
+9,107
| New | +$681K | 0.07% | 48 |
|