Edmond de Rothschild (Suisse)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $2.95M | Buy |
46,015
+17,235
| +60% | +$1.1M | 0.91% | 22 |
|
|
2016
Q2 | $1.75M | Buy |
28,780
+5,585
| +24% | +$339K | 0.58% | 46 |
|
|
2016
Q1 | $1.42M | Sell |
23,195
-22,765
| -50% | -$1.4M | 0.59% | 39 |
|
|
2015
Q4 | $3.2M | Sell |
45,960
-27,650
| -38% | -$1.92M | 1.22% | 18 |
|
|
2015
Q3 | $5.46M | Sell |
73,610
-5,530
| -7% | -$410K | 1.84% | 11 |
|
|
2015
Q2 | $6.15M | Buy |
+79,140
| New | +$6.15M | 1.95% | 10 |
|