CIM LLC’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-94,502
| Closed | -$8.79M | – | 81 |
|
|
2014
Q4 | $8.79M | Buy |
94,502
+1,089
| +1% | +$101K | 4.16% | 11 |
|
|
2014
Q3 | $8.18M | Buy |
93,413
+1,667
| +2% | +$146K | 4.06% | 10 |
|
|
2014
Q2 | $8.7M | Buy |
91,746
+2,395
| +3% | +$227K | 4.38% | 8 |
|
|
2014
Q1 | $8.04M | Sell |
89,351
-1,084
| -1% | -$97.6K | 4.28% | 10 |
|
|
2013
Q4 | $8.21M | Buy |
90,435
+2,235
| +3% | +$203K | 4.47% | 8 |
|
|
2013
Q3 | $6.66M | Buy |
+88,200
| New | +$6.66M | 4.13% | 13 |
|