Douglas C. Lane & Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $36.5M | Buy |
525,114
+81,290
| +18% | +$5.65M | 0.99% | 38 |
|
|
2015
Q3 | $32.9M | Buy |
443,824
+57,955
| +15% | +$4.3M | 0.94% | 38 |
|
|
2015
Q2 | $30M | Buy |
385,869
+79,186
| +26% | +$6.15M | 0.81% | 50 |
|
|
2015
Q1 | $24M | Buy |
306,683
+80,290
| +35% | +$6.27M | 0.63% | 63 |
|
|
2014
Q4 | $21.1M | Buy |
226,393
+5,715
| +3% | +$532K | 0.57% | 70 |
|
|
2014
Q3 | $19.3M | Buy |
220,678
+8,520
| +4% | +$746K | 0.58% | 72 |
|
|
2014
Q2 | $20.1M | Sell |
212,158
-1,883
| -0.9% | -$179K | 0.61% | 70 |
|
|
2014
Q1 | $19.3M | Buy |
214,041
+910
| +0.4% | +$81.9K | 0.62% | 67 |
|
|
2013
Q4 | $19.3M | Sell |
213,131
-3,545
| -2% | -$322K | 0.64% | 68 |
|
|
2013
Q3 | $16.4M | Buy |
216,676
+875
| +0.4% | +$66.1K | 0.6% | 69 |
|
|
2013
Q2 | $16.1M | Buy |
+215,801
| New | +$16.1M | 0.63% | 66 |
|