Hedeker Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,531
| Closed | -$2.14K | – | 122 |
|
|
2016
Q3 | $2.14K | Buy |
+1,531
| New | +$2.14K | 0.11% | 80 |
|
|
2016
Q2 | – | Sell |
-43,725
| Closed | -$2.69M | – | 43 |
|
|
2016
Q1 | $2.69M | Buy |
43,725
+19,180
| +78% | +$1.18M | 2.52% | 9 |
|
|
2015
Q4 | $1.71M | Buy |
24,545
+1,495
| +6% | +$104K | 1.51% | 24 |
|
|
2015
Q3 | $1.71M | Sell |
23,050
-970
| -4% | -$71.9K | 1.49% | 24 |
|
|
2015
Q2 | $1.87M | Buy |
24,020
+1,720
| +8% | +$134K | 1.5% | 28 |
|
|
2015
Q1 | $1.74M | Buy |
22,300
+3,895
| +21% | +$304K | 1.45% | 29 |
|
|
2014
Q4 | $1.71M | Buy |
+18,405
| New | +$1.71M | 1.38% | 32 |
|