Gerstein Fisher’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $372K | Buy |
5,810
+127
| +2% | +$8.13K | 0.05% | 296 |
|
|
2016
Q2 | $345K | Sell |
5,683
-2,172
| -28% | -$132K | 0.05% | 285 |
|
|
2016
Q1 | $482K | Buy |
7,855
+131
| +2% | +$8.04K | 0.07% | 230 |
|
|
2015
Q4 | $537K | Sell |
7,724
-276
| -3% | -$19.2K | 0.07% | 217 |
|
|
2015
Q3 | $593K | Buy |
8,000
+205
| +3% | +$15.2K | 0.09% | 201 |
|
|
2015
Q2 | $606K | Sell |
7,795
-5,835
| -43% | -$454K | 0.1% | 209 |
|
|
2015
Q1 | $1.07M | Sell |
13,630
-71
| -0.5% | -$5.55K | 0.18% | 128 |
|
|
2014
Q4 | $1.28M | Sell |
13,701
-367
| -3% | -$34.2K | 0.21% | 101 |
|
|
2014
Q3 | $1.23M | Buy |
14,068
+189
| +1% | +$16.6K | 0.22% | 88 |
|
|
2014
Q2 | $1.32M | Sell |
13,879
-2,283
| -14% | -$217K | 0.25% | 77 |
|
|
2014
Q1 | $1.46M | Sell |
16,162
-28,914
| -64% | -$2.6M | 0.29% | 63 |
|
|
2013
Q4 | $8.74M | Buy |
45,076
+23,300
| +107% | +$4.52M | 0.33% | 81 |
|
|
2013
Q3 | $1.65M | Buy |
21,776
+153
| +0.7% | +$11.6K | 0.36% | 46 |
|
|
2013
Q2 | $1.62M | Buy |
+21,623
| New | +$1.62M | 0.39% | 35 |
|