Compass Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,985
| Closed | -$247K | – | 37 |
|
|
2019
Q4 | $247K | Hold |
1,985
| – | – | 0.03% | 41 |
|
|
2019
Q3 | $235K | Hold |
1,985
| – | – | 0.03% | 37 |
|
|
2019
Q2 | $245K | Hold |
1,985
| – | – | 0.03% | 36 |
|
|
2019
Q1 | $217K | Buy |
+1,985
| New | +$217K | 0.03% | 37 |
|
|
2018
Q4 | – | Sell |
-1,985
| Closed | -$211K | – | 39 |
|
|
2018
Q3 | $211K | Buy |
+1,985
| New | +$211K | 0.03% | 43 |
|
|
2015
Q1 | – | Sell |
-2,200
| Closed | -$205K | – | 47 |
|
|
2014
Q4 | $205K | Buy |
+2,200
| New | +$205K | 0.04% | 45 |
|
|
2014
Q3 | – | Sell |
-2,200
| Closed | -$209K | – | 58 |
|
|
2014
Q2 | $209K | Buy |
+2,200
| New | +$209K | 0.04% | 57 |
|