Columbia Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-69,520
| Closed | -$6.48M | – | 147 |
|
|
2018
Q1 | $6.48M | Sell |
69,520
-35,184
| -34% | -$3.28M | 0.83% | 26 |
|
|
2017
Q4 | $10.4M | Buy |
104,704
+8,016
| +8% | +$796K | 1.38% | 14 |
|
|
2017
Q3 | $8.75M | Buy |
96,688
+6,404
| +7% | +$579K | 1.15% | 15 |
|
|
2017
Q2 | $7.61M | Sell |
90,284
-22,920
| -20% | -$1.93M | 0.97% | 18 |
|
|
2017
Q1 | $8.96M | Buy |
113,204
+4,762
| +4% | +$377K | 1.14% | 17 |
|
|
2016
Q4 | $8.03M | Buy |
108,442
+1,170
| +1% | +$86.7K | 0.72% | 32 |
|
|
2016
Q3 | $6.87M | Buy |
107,272
+1,602
| +2% | +$103K | 0.54% | 57 |
|
|
2016
Q2 | $6.42M | Buy |
+105,670
| New | +$6.42M | 0.48% | 70 |
|
|
2016
Q1 | – | Sell |
-15,594
| Closed | -$1.08M | – | 328 |
|
|
2015
Q4 | $1.08M | Buy |
15,594
+1,515
| +11% | +$105K | 0.08% | 239 |
|
|
2015
Q3 | $1.04M | Buy |
+14,079
| New | +$1.04M | 0.07% | 241 |
|