Davidson & Garrard’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.18M | Sell |
13,000
-415
| -3% | -$37.5K | 0.28% | 88 |
|
|
2017
Q2 | $1.13M | Sell |
13,415
-200
| -1% | -$16.8K | 0.27% | 91 |
|
|
2017
Q1 | $1.08M | Sell |
13,615
-1,919
| -12% | -$152K | 0.26% | 92 |
|
|
2016
Q4 | $1.15M | Sell |
15,534
-7,110
| -31% | -$527K | 0.29% | 90 |
|
|
2016
Q3 | $1.45M | Sell |
22,644
-8,791
| -28% | -$563K | 0.36% | 78 |
|
|
2016
Q2 | $1.91M | Sell |
31,435
-2,580
| -8% | -$157K | 0.47% | 69 |
|
|
2016
Q1 | $2.09M | Sell |
34,015
-10,567
| -24% | -$649K | 0.53% | 65 |
|
|
2015
Q4 | $3.1M | Sell |
44,582
-1,080
| -2% | -$75.1K | 0.77% | 52 |
|
|
2015
Q3 | $3.39M | Sell |
45,662
-1,260
| -3% | -$93.4K | 0.88% | 40 |
|
|
2015
Q2 | $3.65M | Buy |
46,922
+5,779
| +14% | +$449K | 0.85% | 42 |
|
|
2015
Q1 | $3.21M | Buy |
41,143
+488
| +1% | +$38.1K | 0.73% | 51 |
|
|
2014
Q4 | $3.78M | Buy |
40,655
+1,332
| +3% | +$124K | 0.88% | 41 |
|
|
2014
Q3 | $3.44M | Buy |
39,323
+1,201
| +3% | +$105K | 0.84% | 45 |
|
|
2014
Q2 | $3.62M | Sell |
38,122
-1,160
| -3% | -$110K | 0.87% | 43 |
|
|
2014
Q1 | $3.54M | Sell |
39,282
-2,264
| -5% | -$204K | 0.88% | 45 |
|
|
2013
Q4 | $3.77M | Sell |
41,546
-1,240
| -3% | -$112K | 0.96% | 38 |
|
|
2013
Q3 | $3.23M | Sell |
42,786
-944
| -2% | -$71.3K | 0.91% | 42 |
|
|
2013
Q2 | $3.27M | Buy |
+43,730
| New | +$3.27M | 0.97% | 40 |
|