FMA Advisory’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.99M | Buy |
21,436
+448
| +2% | +$41.7K | 0.69% | 52 |
|
|
2014
Q3 | $1.84M | Sell |
20,988
-374
| -2% | -$32.7K | 0.68% | 57 |
|
|
2014
Q2 | $2.03M | Buy |
21,362
+243
| +1% | +$23.1K | 0.75% | 51 |
|
|
2014
Q1 | $1.9M | Buy |
21,119
+614
| +3% | +$55.3K | 0.75% | 49 |
|
|
2013
Q4 | $1.86M | Buy |
20,505
+77
| +0.4% | +$6.99K | 0.76% | 47 |
|
|
2013
Q3 | $1.54M | Buy |
20,428
+306
| +2% | +$23.1K | 0.62% | 56 |
|
|
2013
Q2 | $1.5M | Buy |
+20,122
| New | +$1.5M | 0.63% | 56 |
|