Gideon Capital Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,243
| Closed | -$1.15M | – | 21 |
|
|
2019
Q4 | $1.15M | Buy |
+9,243
| New | +$1.15M | 0.4% | 102 |
|
|
2019
Q3 | – | Sell |
-8,124
| Closed | -$1M | – | 288 |
|
|
2019
Q2 | $1M | Buy |
8,124
+2,547
| +46% | +$314K | 0.35% | 114 |
|
|
2019
Q1 | $610K | Buy |
5,577
+1,878
| +51% | +$205K | 0.22% | 123 |
|
|
2018
Q4 | $353K | Buy |
+3,699
| New | +$353K | 0.14% | 221 |
|
|
2015
Q3 | – | Sell |
-25,961
| Closed | -$2.02M | – | 218 |
|
|
2015
Q2 | $2.02M | Buy |
+25,961
| New | +$2.02M | 0.83% | 26 |
|
|
2015
Q1 | – | Sell |
-23,426
| Closed | -$2.18M | – | 227 |
|
|
2014
Q4 | $2.18M | Sell |
23,426
-2,516
| -10% | -$234K | 1.03% | 21 |
|
|
2014
Q3 | $2.27M | Buy |
25,942
+20,245
| +355% | +$1.77M | 0.88% | 28 |
|
|
2014
Q2 | $540K | Sell |
5,697
-9,783
| -63% | -$927K | 0.2% | 159 |
|
|
2014
Q1 | $1.39M | Buy |
15,480
+12,579
| +434% | +$1.13M | 0.77% | 35 |
|
|
2013
Q4 | $263K | Buy |
+2,901
| New | +$263K | 0.16% | 151 |
|