CIM Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-15,282
| Closed | -$1.13M | – | 254 |
|
|
2015
Q3 | $1.13M | Hold |
15,282
| – | – | 0.55% | 49 |
|
|
2015
Q2 | $1.19M | Hold |
15,282
| – | – | 0.52% | 50 |
|
|
2015
Q1 | $1.19M | Sell |
15,282
-475
| -3% | -$37.1K | 0.52% | 53 |
|
|
2014
Q4 | $1.47M | Hold |
15,757
| – | – | 0.67% | 34 |
|
|
2014
Q3 | $1.38M | Sell |
15,757
-724
| -4% | -$63.4K | 0.7% | 35 |
|
|
2014
Q2 | $1.56M | Sell |
16,481
-442
| -3% | -$41.9K | 0.79% | 28 |
|
|
2014
Q1 | $1.52M | Sell |
16,923
-391
| -2% | -$35.2K | 0.7% | 29 |
|
|
2013
Q4 | $1.57M | Buy |
17,314
+1,180
| +7% | +$107K | 0.8% | 33 |
|
|
2013
Q3 | $1.22M | Hold |
16,134
| – | – | 0.72% | 46 |
|
|
2013
Q2 | $1.21M | Buy |
+16,134
| New | +$1.21M | 0.72% | 45 |
|