Catamount Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $44K | Hold |
401
| – | – | 0.03% | 91 |
|
|
2018
Q4 | $41K | Hold |
401
| – | – | 0.03% | 75 |
|
|
2018
Q3 | $43K | Hold |
401
| – | – | 0.02% | 87 |
|
|
2018
Q2 | $41K | Hold |
401
| – | – | 0.02% | 84 |
|
|
2018
Q1 | $37K | Hold |
401
| – | – | 0.02% | 88 |
|
|
2017
Q4 | $40K | Sell |
401
-50
| -11% | -$4.99K | 0.02% | 86 |
|
|
2017
Q3 | $41K | Sell |
451
-50
| -10% | -$4.55K | 0.02% | 86 |
|
|
2017
Q2 | $42K | Hold |
501
| – | – | 0.03% | 92 |
|
|
2017
Q1 | $40K | Hold |
501
| – | – | 0.03% | 87 |
|
|
2016
Q4 | $37K | Hold |
501
| – | – | 0.03% | 75 |
|
|
2016
Q3 | $31K | Hold |
501
| – | – | 0.03% | 81 |
|
|
2016
Q2 | $30K | Hold |
501
| – | – | 0.03% | 56 |
|
|
2016
Q1 | $31K | Sell |
501
-472
| -49% | -$29.2K | 0.04% | 59 |
|
|
2015
Q4 | $68K | Sell |
973
-570
| -37% | -$39.8K | 0.06% | 44 |
|
|
2015
Q3 | $114K | Hold |
1,543
| – | – | 0.11% | 25 |
|
|
2015
Q2 | $120K | Sell |
1,543
-198
| -11% | -$15.4K | 0.09% | 39 |
|
|
2015
Q1 | $136K | Sell |
1,741
-733
| -30% | -$57.3K | 0.11% | 35 |
|
|
2014
Q4 | $230K | Buy |
+2,474
| New | +$230K | 0.22% | 29 |
|