HL Financial Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $3.16M | Sell |
28,874
-32,669
| -53% | -$3.57M | 0.05% | 231 |
|
|
2018
Q4 | $5.87M | Buy |
61,543
+32,767
| +114% | +$3.12M | 0.1% | 126 |
|
|
2018
Q3 | $3.06M | Buy |
28,776
+8,331
| +41% | +$887K | 0.05% | 237 |
|
|
2018
Q2 | $2M | Buy |
20,445
+5,847
| +40% | +$573K | 0.03% | 270 |
|
|
2018
Q1 | $1.36M | Sell |
14,598
-4,310
| -23% | -$402K | 0.02% | 306 |
|
|
2017
Q4 | $1.88M | Buy |
18,908
+9,133
| +93% | +$907K | 0.04% | 228 |
|
|
2017
Q3 | $884K | Buy |
9,775
+200
| +2% | +$18.1K | 0.02% | 380 |
|
|
2017
Q2 | $807K | Sell |
9,575
-1,222
| -11% | -$103K | 0.02% | 385 |
|
|
2017
Q1 | $854K | Sell |
10,797
-218
| -2% | -$17.2K | 0.02% | 371 |
|
|
2016
Q4 | $816K | Sell |
11,015
-193
| -2% | -$14.3K | 0.02% | 360 |
|
|
2016
Q3 | $718K | Sell |
11,208
-456
| -4% | -$29.2K | 0.02% | 368 |
|
|
2016
Q2 | $709K | Buy |
11,664
+341
| +3% | +$20.7K | 0.02% | 381 |
|
|
2016
Q1 | $695K | Sell |
11,323
-6,793
| -37% | -$417K | 0.02% | 366 |
|
|
2015
Q4 | $1.26M | Buy |
18,116
+751
| +4% | +$52.2K | 0.03% | 275 |
|
|
2015
Q3 | $1.29M | Sell |
17,365
-2,448
| -12% | -$181K | 0.04% | 241 |
|
|
2015
Q2 | $1.54M | Buy |
19,813
+3,561
| +22% | +$277K | 0.04% | 223 |
|
|
2015
Q1 | $1.27M | Sell |
16,252
-3,998
| -20% | -$312K | 0.03% | 246 |
|
|
2014
Q4 | $1.88M | Sell |
20,250
-23,562
| -54% | -$2.19M | 0.05% | 186 |
|
|
2014
Q3 | $3.84M | Buy |
43,812
+28,627
| +189% | +$2.51M | 0.11% | 119 |
|
|
2014
Q2 | $1.44M | Sell |
15,185
-255
| -2% | -$24.2K | 0.04% | 207 |
|
|
2014
Q1 | $1.39M | Sell |
15,440
-7,868
| -34% | -$708K | 0.04% | 212 |
|
|
2013
Q4 | $2.12M | Buy |
23,308
+357
| +2% | +$32.4K | 0.06% | 180 |
|
|
2013
Q3 | $1.73M | Buy |
22,951
+107
| +0.5% | +$8.08K | 0.06% | 192 |
|
|
2013
Q2 | $1.71M | Buy |
+22,844
| New | +$1.71M | 0.06% | 177 |
|