First Mercantile Trust’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.07M | Sell |
18,294
-663
| -3% | -$111K | 0.41% | 34 |
|
|
2021
Q2 | $3.13M | Sell |
18,957
-8,376
| -31% | -$1.38M | 0.37% | 34 |
|
|
2021
Q1 | $3.87M | Sell |
27,333
-7,155
| -21% | -$1.01M | 0.44% | 26 |
|
|
2020
Q4 | $4.17M | Sell |
34,488
-699
| -2% | -$84.5K | 0.47% | 26 |
|
|
2020
Q3 | $4.13M | Buy |
35,187
+666
| +2% | +$78.2K | 0.5% | 23 |
|
|
2020
Q2 | $3.29M | Buy |
34,521
+7,876
| +30% | +$750K | 0.41% | 28 |
|
|
2020
Q1 | $2.28M | Buy |
26,645
+5,172
| +24% | +$443K | 0.33% | 33 |
|
|
2019
Q4 | $2.67M | Sell |
21,473
-709
| -3% | -$88.3K | 0.31% | 29 |
|
|
2019
Q3 | $2.62M | Buy |
+22,182
| New | +$2.62M | 0.28% | 38 |
|
|
2014
Q2 | – | Sell |
-60,362
| Closed | -$5.44M | – | 1187 |
|
|
2014
Q1 | $5.44M | Buy |
+60,362
| New | +$5.44M | 0.39% | 44 |
|