Elkhorn Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,600
| Closed | -$202K | – | 51 |
|
|
2015
Q2 | $202K | Hold |
2,600
| – | – | 0.12% | 38 |
|
|
2015
Q1 | $203K | Buy |
2,600
+100
| +4% | +$7.81K | 0.12% | 41 |
|
|
2014
Q4 | $233K | Hold |
2,500
| – | – | 0.14% | 40 |
|
|
2014
Q3 | $219K | Hold |
2,500
| – | – | 0.13% | 43 |
|
|
2014
Q2 | $237K | Hold |
2,500
| – | – | 0.13% | 41 |
|
|
2014
Q1 | $225K | Sell |
2,500
-400
| -14% | -$36K | 0.14% | 39 |
|
|
2013
Q4 | $263K | Hold |
2,900
| – | – | 0.17% | 38 |
|
|
2013
Q3 | $219K | Hold |
2,900
| – | – | 0.16% | 40 |
|
|
2013
Q2 | $217K | Buy |
+2,900
| New | +$217K | 0.17% | 41 |
|