Bridgewater Wealth & Financial Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $11.2M | Sell |
112,713
-2,750
| -2% | -$273K | 4.47% | 6 |
|
|
2017
Q3 | $10.4M | Sell |
115,463
-1,714
| -1% | -$155K | 4.28% | 5 |
|
|
2017
Q2 | $9.87M | Buy |
117,177
+4,973
| +4% | +$419K | 3.29% | 4 |
|
|
2017
Q1 | $8.88M | Sell |
112,204
-274
| -0.2% | -$21.7K | 3.25% | 5 |
|
|
2016
Q4 | $8.33M | Sell |
112,478
-2,596
| -2% | -$192K | 3.15% | 6 |
|
|
2016
Q3 | $7.37M | Buy |
115,074
+1,244
| +1% | +$79.7K | 2.72% | 14 |
|
|
2016
Q2 | $6.92M | Buy |
113,830
+4,301
| +4% | +$261K | 2.49% | 16 |
|
|
2016
Q1 | $6.73M | Buy |
+109,529
| New | +$6.73M | 2.44% | 19 |
|