FAM
Foothills Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-27,908
| Closed | -$2.6M | – | 56 |
|
|
2014
Q4 | $2.6M | Sell |
27,908
-538
| -2% | -$50.1K | 2.13% | 23 |
|
|
2014
Q3 | $2.49M | Sell |
28,446
-473
| -2% | -$41.4K | 2.03% | 24 |
|
|
2014
Q2 | $2.74M | Sell |
28,919
-165
| -0.6% | -$15.7K | 2.12% | 20 |
|
|
2014
Q1 | $2.62M | Buy |
29,084
+138
| +0.5% | +$12.4K | 2.13% | 20 |
|
|
2013
Q4 | $2.63M | Buy |
+28,946
| New | +$2.63M | 2.17% | 19 |
|