Elkfork Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $7.73M | Buy |
65,352
+19,404
| +42% | +$2.29M | 0.19% | 105 |
|
|
2019
Q2 | $5.67M | Buy |
45,948
+26,544
| +137% | +$3.28M | 0.14% | 142 |
|
|
2019
Q1 | $2.12M | Buy |
19,404
+7,588
| +64% | +$829K | 0.05% | 255 |
|
|
2018
Q4 | $1.13M | Sell |
11,816
-28,728
| -71% | -$2.74M | 0.03% | 336 |
|
|
2018
Q3 | $4.32M | Sell |
40,544
-22,904
| -36% | -$2.44M | 0.1% | 185 |
|
|
2018
Q2 | $6.22M | Sell |
63,448
-15,568
| -20% | -$1.53M | 0.16% | 136 |
|
|
2018
Q1 | $7.37M | Buy |
79,016
+24,416
| +45% | +$2.28M | 0.2% | 114 |
|
|
2017
Q4 | $5.42M | Buy |
54,600
+35,112
| +180% | +$3.49M | 0.15% | 137 |
|
|
2017
Q3 | $1.76M | Sell |
19,488
-18,452
| -49% | -$1.67M | 0.05% | 253 |
|
|
2017
Q2 | $3.2M | Buy |
37,940
+784
| +2% | +$66K | 0.1% | 179 |
|
|
2017
Q1 | $2.94M | Buy |
37,156
+9,408
| +34% | +$744K | 0.09% | 190 |
|
|
2016
Q4 | $2.06M | Buy |
+27,748
| New | +$2.06M | 0.07% | 213 |
|