Emerald Advisers’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-4,254
| Closed | -$330K | – | 322 |
|
2015
Q1 | $330K | Buy |
4,254
+755
| +22% | +$58.6K | 0.02% | 300 |
|
2014
Q4 | $326K | Hold |
3,499
| – | – | 0.02% | 296 |
|
2014
Q3 | $306K | Sell |
3,499
-1,173
| -25% | -$103K | 0.02% | 302 |
|
2014
Q2 | $443K | Buy |
4,672
+223
| +5% | +$21.1K | 0.03% | 290 |
|
2014
Q1 | $401K | Sell |
4,449
-355
| -7% | -$32K | 0.02% | 297 |
|
2013
Q4 | $436K | Sell |
4,804
-229
| -5% | -$20.8K | 0.02% | 289 |
|
2013
Q3 | $380K | Buy |
5,033
+189
| +4% | +$14.3K | 0.02% | 294 |
|
2013
Q2 | $362K | Buy |
+4,844
| New | +$362K | 0.02% | 292 |
|