Davidson Investment Advisors’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 | – | Sell |
-625
| Closed | -$52K | – | 109 |
|
|
2017
Q2 | $52K | Buy |
625
+17
| +3% | +$1.41K | 0.01% | 133 |
|
|
2017
Q1 | $48K | Hold |
608
| – | – | 0.01% | 136 |
|
|
2016
Q4 | $45K | Hold |
608
| – | – | 0.01% | 142 |
|
|
2016
Q3 | $38K | Hold |
608
| – | – | 0.01% | 136 |
|
|
2016
Q2 | $36K | Hold |
608
| – | – | 0.01% | 134 |
|
|
2016
Q1 | $37K | Buy |
608
+333
| +121% | +$20.3K | 0.01% | 166 |
|
|
2015
Q4 | $19K | Hold |
275
| – | – | ﹤0.01% | 187 |
|
|
2015
Q3 | $20K | Buy |
+275
| New | +$20K | ﹤0.01% | 176 |
|