Boston Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.42M | Sell |
11,973
-11,011
| -48% | -$1.3M | 0.07% | 323 |
|
|
2019
Q2 | $2.84M | Buy |
22,984
+401
| +2% | +$49.5K | 0.15% | 179 |
|
|
2019
Q1 | $2.47M | Buy |
22,583
+787
| +4% | +$86K | 0.13% | 201 |
|
|
2018
Q4 | $2.08M | Buy |
21,796
+220
| +1% | +$21K | 0.12% | 202 |
|
|
2018
Q3 | $2.3M | Buy |
21,576
+3,600
| +20% | +$383K | 0.1% | 259 |
|
|
2018
Q2 | $1.76M | Buy |
17,976
+15,720
| +697% | +$1.54M | 0.04% | 291 |
|
|
2018
Q1 | $210K | Buy |
2,256
+20
| +0.9% | +$1.86K | 0.01% | 616 |
|
|
2017
Q4 | $222K | Sell |
2,236
-300
| -12% | -$29.8K | ﹤0.01% | 607 |
|
|
2017
Q3 | $229K | Sell |
2,536
-680
| -21% | -$61.4K | 0.01% | 607 |
|
|
2017
Q2 | $271K | Hold |
3,216
| – | – | 0.01% | 592 |
|
|
2017
Q1 | $254K | Buy |
3,216
+380
| +13% | +$30K | 0.01% | 584 |
|
|
2016
Q4 | $210K | Buy |
+2,836
| New | +$210K | 0.01% | 616 |
|
|
2015
Q4 | – | Sell |
-3,725
| Closed | -$276K | – | 657 |
|
|
2015
Q3 | $276K | Sell |
3,725
-1,087
| -23% | -$80.5K | 0.01% | 682 |
|
|
2015
Q2 | $374K | Buy |
4,812
+137
| +3% | +$10.6K | 0.02% | 551 |
|
|
2015
Q1 | $365K | Sell |
4,675
-450
| -9% | -$35.1K | 0.01% | 542 |
|
|
2014
Q4 | $477K | Buy |
5,125
+25
| +0.5% | +$2.33K | 0.02% | 350 |
|
|
2014
Q3 | $446K | Buy |
5,100
+100
| +2% | +$8.75K | 0.02% | 361 |
|
|
2014
Q2 | $474K | Buy |
5,000
+1,750
| +54% | +$166K | 0.02% | 358 |
|
|
2014
Q1 | $293K | Buy |
3,250
+350
| +12% | +$31.6K | 0.01% | 478 |
|
|
2013
Q4 | $263K | Hold |
2,900
| – | – | 0.01% | 506 |
|
|
2013
Q3 | $219K | Sell |
2,900
-1,425
| -33% | -$108K | 0.01% | 513 |
|
|
2013
Q2 | $323K | Buy |
+4,325
| New | +$323K | 0.02% | 382 |
|