CIBC Bank USA’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,822
| Closed | -$216K | – | 273 |
|
|
2019
Q3 | $216K | Buy |
+1,822
| New | +$216K | 0.03% | 254 |
|
|
2018
Q1 | – | Sell |
-2,020
| Closed | -$201K | – | 260 |
|
|
2017
Q4 | $201K | Buy |
+2,020
| New | +$201K | 0.03% | 255 |
|
|
2017
Q2 | – | Sell |
-7,232
| Closed | -$572K | – | 274 |
|
|
2017
Q1 | $572K | Sell |
7,232
-2,175
| -23% | -$172K | 0.08% | 131 |
|
|
2016
Q4 | $697K | Sell |
9,407
-600
| -6% | -$44.5K | 0.1% | 116 |
|
|
2016
Q3 | $641K | Sell |
10,007
-170
| -2% | -$10.9K | 0.1% | 126 |
|
|
2016
Q2 | $619K | Buy |
10,177
+718
| +8% | +$43.7K | 0.1% | 131 |
|
|
2016
Q1 | $581K | Sell |
9,459
-298
| -3% | -$18.3K | 0.1% | 124 |
|
|
2015
Q4 | $679K | Sell |
9,757
-487
| -5% | -$33.9K | 0.12% | 116 |
|
|
2015
Q3 | $760K | Buy |
10,244
+367
| +4% | +$27.2K | 0.14% | 97 |
|
|
2015
Q2 | $767K | Buy |
9,877
+63
| +0.6% | +$4.89K | 0.13% | 111 |
|
|
2015
Q1 | $767K | Buy |
9,814
+1,147
| +13% | +$89.6K | 0.14% | 108 |
|
|
2014
Q4 | $806K | Buy |
8,667
+265
| +3% | +$24.6K | 0.14% | 115 |
|
|
2014
Q3 | $736K | Buy |
8,402
+500
| +6% | +$43.8K | 0.15% | 125 |
|
|
2014
Q2 | $750K | Sell |
7,902
-5,058
| -39% | -$480K | 0.14% | 121 |
|
|
2014
Q1 | $1.17M | Buy |
12,960
+90
| +0.7% | +$8.1K | 0.24% | 82 |
|
|
2013
Q4 | $1.17M | Buy |
12,870
+1,000
| +8% | +$90.8K | 0.26% | 82 |
|
|
2013
Q3 | $896K | Sell |
11,870
-24,920
| -68% | -$1.88M | 0.22% | 102 |
|
|
2013
Q2 | $2.75M | Buy |
+36,790
| New | +$2.75M | 0.16% | 101 |
|