Highmount Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,559
| Closed | -$238K | – | 134 |
|
|
2014
Q4 | $238K | Buy |
2,559
+214
| +9% | +$19.9K | 0.06% | 124 |
|
|
2014
Q3 | $205K | Sell |
2,345
-2,875
| -55% | -$251K | 0.05% | 137 |
|
|
2014
Q2 | $495K | Sell |
5,220
-140
| -3% | -$13.3K | 0.12% | 103 |
|
|
2014
Q1 | $483K | Sell |
5,360
-350
| -6% | -$31.5K | 0.11% | 102 |
|
|
2013
Q4 | $518K | Sell |
5,710
-7,156
| -56% | -$649K | 0.12% | 92 |
|
|
2013
Q3 | $972K | Sell |
12,866
-34,641
| -73% | -$2.62M | 0.24% | 66 |
|
|
2013
Q2 | $3.55M | Buy |
+47,507
| New | +$3.55M | 0.93% | 31 |
|