Boston Private Bank & Trust’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 | $7.59M | Buy |
97,209
+738
| +0.8% | +$57.7K | 0.35% | 92 |
|
2014
Q4 | $8.98M | Buy |
96,471
+4,672
| +5% | +$435K | 0.42% | 80 |
|
2014
Q3 | $8.04M | Buy |
91,799
+31
| +0% | +$2.71K | 0.39% | 82 |
|
2014
Q2 | $8.71M | Buy |
91,768
+680
| +0.7% | +$64.5K | 0.42% | 78 |
|
2014
Q1 | $8.2M | Sell |
91,088
-4,411
| -5% | -$397K | 0.42% | 80 |
|
2013
Q4 | $8.67M | Buy |
95,499
+327
| +0.3% | +$29.7K | 0.43% | 76 |
|
2013
Q3 | $7.19M | Sell |
95,172
-675
| -0.7% | -$51K | 0.4% | 80 |
|
2013
Q2 | $7.17M | Buy |
+95,847
| New | +$7.17M | 0.42% | 73 |
|