Fiduciary Financial Services of The Southwest’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $285K | Hold |
2,292
| – | – | 0.07% | 129 |
|
|
2019
Q3 | $271K | Hold |
2,292
| – | – | 0.07% | 133 |
|
|
2019
Q2 | $283K | Sell |
2,292
-23
| -1% | -$2.84K | 0.08% | 134 |
|
|
2019
Q1 | $253K | Sell |
2,315
-57
| -2% | -$6.23K | 0.07% | 136 |
|
|
2018
Q4 | $226K | Hold |
2,372
| – | – | 0.07% | 134 |
|
|
2018
Q3 | $253K | Hold |
2,372
| – | – | 0.07% | 140 |
|
|
2018
Q2 | $232K | Hold |
2,372
| – | – | 0.07% | 142 |
|
|
2018
Q1 | $221K | Hold |
2,372
| – | – | 0.07% | 143 |
|
|
2017
Q4 | $236K | Hold |
2,372
| – | – | 0.07% | 143 |
|
|
2017
Q3 | $215K | Buy |
+2,372
| New | +$215K | 0.06% | 142 |
|
|
2015
Q2 | – | Sell |
-3,889
| Closed | -$304K | – | 165 |
|
|
2015
Q1 | $304K | Sell |
3,889
-850
| -18% | -$66.4K | 0.09% | 140 |
|
|
2014
Q4 | $441K | Hold |
4,739
| – | – | 0.13% | 121 |
|
|
2014
Q3 | $415K | Buy |
4,739
+589
| +14% | +$51.6K | 0.12% | 128 |
|
|
2014
Q2 | $394K | Hold |
4,150
| – | – | 0.11% | 130 |
|
|
2014
Q1 | $374K | Buy |
+4,150
| New | +$374K | 0.11% | 129 |
|