Horizon Kinetics’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $1.11M | Sell |
11,603
-125
| -1% | -$11.9K | 0.04% | 150 |
|
2018
Q3 | $1.25M | Hold |
11,728
| – | – | 0.03% | 155 |
|
2018
Q2 | $1.15M | Sell |
11,728
-875
| -7% | -$85.7K | 0.03% | 160 |
|
2018
Q1 | $1.18M | Hold |
12,603
| – | – | 0.03% | 159 |
|
2017
Q4 | $1.25M | Hold |
12,603
| – | – | 0.04% | 161 |
|
2017
Q3 | $1.14M | Hold |
12,603
| – | – | 0.03% | 173 |
|
2017
Q2 | $1.06M | Hold |
12,603
| – | – | 0.03% | 185 |
|
2017
Q1 | $997K | Hold |
12,603
| – | – | 0.03% | 190 |
|
2016
Q4 | $934K | Buy |
12,603
+2,850
| +29% | +$211K | 0.03% | 196 |
|
2016
Q3 | $625K | Sell |
9,753
-875
| -8% | -$56.1K | 0.02% | 258 |
|
2016
Q2 | $646K | Hold |
10,628
| – | – | 0.02% | 260 |
|
2016
Q1 | $653K | Buy |
+10,628
| New | +$653K | 0.02% | 258 |
|