Beech Hill Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-40,058
| Closed | -$2.46M | – | 73 |
|
|
2016
Q1 | $2.46M | Buy |
40,058
+1,325
| +3% | +$81.4K | 1.92% | 24 |
|
|
2015
Q4 | $2.69M | Buy |
38,733
+5,075
| +15% | +$353K | 1.7% | 25 |
|
|
2015
Q3 | $2.5M | Buy |
+33,658
| New | +$2.5M | 1.59% | 26 |
|
|
2013
Q3 | – | Sell |
-10,259
| Closed | -$767K | – | 134 |
|
|
2013
Q2 | $767K | Buy |
+10,259
| New | +$767K | 0.43% | 55 |
|