Hamel Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-49,795
| Closed | -$3.46M | – | 92 |
|
|
2015
Q4 | $3.46M | Sell |
49,795
-6,575
| -12% | -$457K | 2.21% | 16 |
|
|
2015
Q3 | $4.18M | Buy |
56,370
+17,020
| +43% | +$1.26M | 2.97% | 10 |
|
|
2015
Q2 | $3.06M | Buy |
39,350
+26,500
| +206% | +$2.06M | 2.01% | 17 |
|
|
2015
Q1 | $1M | Buy |
+12,850
| New | +$1M | 0.66% | 51 |
|