BMM
Buffington Mohr McNeal’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,155
| Closed | -$126K | – | 133 |
|
|
2019
Q1 | $126K | Buy |
+1,155
| New | +$126K | 0.04% | 136 |
|
|
2014
Q3 | – | Sell |
-24,970
| Closed | -$2.37M | – | 77 |
|
|
2014
Q2 | $2.37M | Sell |
24,970
-160
| -0.6% | -$15.2K | 1.31% | 20 |
|
|
2014
Q1 | $2.26M | Sell |
25,130
-250
| -1% | -$22.5K | 1.35% | 20 |
|
|
2013
Q4 | $2.3M | Sell |
25,380
-375
| -1% | -$34K | 1.42% | 18 |
|
|
2013
Q3 | $1.95M | Hold |
25,755
| – | – | 1.22% | 19 |
|
|
2013
Q2 | $1.93M | Buy |
+25,755
| New | +$1.93M | 1.28% | 21 |
|