Bush ODonnell Investment Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-88,427
| Closed | -$6.55M | – | 51 |
|
|
2016
Q4 | $6.55M | Sell |
88,427
-1,330
| -1% | -$98.5K | 4.37% | 15 |
|
|
2016
Q3 | $5.75M | Sell |
89,757
-1,607
| -2% | -$103K | 3.84% | 15 |
|
|
2016
Q2 | $5.55M | Sell |
91,364
-1,455
| -2% | -$88.4K | 3.7% | 15 |
|
|
2016
Q1 | $5.7M | Buy |
92,819
+7,075
| +8% | +$434K | 3.89% | 15 |
|
|
2015
Q4 | $5.96M | Sell |
85,744
-1,661
| -2% | -$116K | 4.14% | 14 |
|
|
2015
Q3 | $6.48M | Sell |
87,405
-3,710
| -4% | -$275K | 4.58% | 13 |
|
|
2015
Q2 | $7.08M | Sell |
91,115
-1,004
| -1% | -$78K | 4.34% | 15 |
|
|
2015
Q1 | $7.2M | Sell |
92,119
-10,219
| -10% | -$798K | 4.27% | 15 |
|
|
2014
Q4 | $9.52M | Sell |
102,338
-615
| -0.6% | -$57.2K | 5.14% | 11 |
|
|
2014
Q3 | $9.01M | Sell |
102,953
-991
| -1% | -$86.8K | 5.26% | 10 |
|
|
2014
Q2 | $9.86M | Sell |
103,944
-11,624
| -10% | -$1.1M | 5.55% | 4 |
|
|
2014
Q1 | $10.4M | Buy |
115,568
+2,190
| +2% | +$197K | 5.34% | 6 |
|
|
2013
Q4 | $10.3M | Sell |
113,378
-33,598
| -23% | -$3.05M | 5.43% | 5 |
|
|
2013
Q3 | $11.1M | Sell |
146,976
-565
| -0.4% | -$42.7K | 5.34% | 7 |
|
|
2013
Q2 | $11M | Buy |
+147,541
| New | +$11M | 5.5% | 6 |
|