Concert Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,186
| Closed | -$835K | – | 173 |
|
|
2017
Q1 | $835K | Sell |
11,186
-46
| -0.4% | -$3.43K | 0.19% | 157 |
|
|
2016
Q4 | $838K | Sell |
11,232
-10,932
| -49% | -$816K | 0.19% | 165 |
|
|
2016
Q3 | $1.42M | Sell |
22,164
-274
| -1% | -$17.5K | 0.17% | 148 |
|
|
2016
Q2 | $1.36M | Buy |
22,438
+854
| +4% | +$51.9K | 0.18% | 150 |
|
|
2016
Q1 | $1.32M | Buy |
21,584
+1,160
| +6% | +$70.8K | 0.18% | 149 |
|
|
2015
Q4 | $1.41M | Sell |
20,424
-6,909
| -25% | -$477K | 0.19% | 133 |
|
|
2015
Q3 | $2.03M | Buy |
27,333
+1,466
| +6% | +$109K | 0.28% | 83 |
|
|
2015
Q2 | $2.03M | Sell |
25,867
-2,045
| -7% | -$160K | 0.26% | 89 |
|
|
2015
Q1 | $1.57M | Sell |
27,912
-5,544
| -17% | -$313K | 0.45% | 52 |
|
|
2014
Q4 | $3.12M | Buy |
33,456
+5,194
| +18% | +$484K | 0.48% | 39 |
|
|
2014
Q3 | $2.47M | Buy |
28,262
+1,584
| +6% | +$139K | 0.33% | 29 |
|
|
2014
Q2 | $2.4M | Buy |
26,678
+2,599
| +11% | +$234K | 0.29% | 35 |
|
|
2014
Q1 | $2.18M | Buy |
24,079
+7,556
| +46% | +$685K | 0.27% | 40 |
|
|
2013
Q4 | $1.5M | Sell |
16,523
-4,150
| -20% | -$377K | 0.19% | 79 |
|
|
2013
Q3 | $1.55M | Buy |
20,673
+5,065
| +32% | +$380K | 0.22% | 65 |
|
|
2013
Q2 | $1.16M | Buy |
+15,608
| New | +$1.16M | 0.17% | 82 |
|