Counsel Portfolio Services’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 |
-46,412
| Closed | -$4.32M | – | 294 |
|
|
2014
Q4 | $4.32M | Buy |
46,412
+16,335
| +54% | +$1.52M | 0.44% | 70 |
|
|
2014
Q3 | $2.63M | Hold |
30,077
| – | – | 0.27% | 117 |
|
|
2014
Q2 | $2.85M | Sell |
30,077
-22,071
| -42% | -$2.09M | 0.27% | 110 |
|
|
2014
Q1 | $4.7M | Hold |
52,148
| – | – | 0.47% | 69 |
|
|
2013
Q4 | $4.73M | Sell |
52,148
-8,338
| -14% | -$756K | 0.49% | 69 |
|
|
2013
Q3 | $4.57K | Buy |
60,486
+12,275
| +25% | +$927 | 0.23% | 64 |
|
|
2013
Q2 | $3.6M | Buy |
+48,211
| New | +$3.6M | 0.43% | 72 |
|