Howard Capital Management (New York)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $877K | Buy |
7,253
+3,036
| +72% | +$367K | 0.1% | 51 |
|
|
2020
Q3 | $423K | Hold |
4,217
| – | – | 0.05% | 64 |
|
|
2020
Q2 | $401K | Hold |
4,217
| – | – | 0.05% | 77 |
|
|
2020
Q1 | $361K | Hold |
4,217
| – | – | 0.06% | 76 |
|
|
2019
Q4 | $525K | Hold |
4,217
| – | – | 0.07% | 80 |
|
|
2019
Q3 | $499K | Hold |
4,217
| – | – | 0.07% | 80 |
|
|
2019
Q2 | $521K | Sell |
4,217
-350
| -8% | -$43.2K | 0.07% | 78 |
|
|
2019
Q1 | $499K | Sell |
4,567
-400
| -8% | -$43.7K | 0.07% | 81 |
|
|
2018
Q4 | $473K | Hold |
4,967
| – | – | 0.08% | 78 |
|
|
2018
Q3 | $529K | Hold |
4,967
| – | – | 0.07% | 79 |
|
|
2018
Q2 | $487K | Sell |
4,967
-250
| -5% | -$24.5K | 0.07% | 77 |
|
|
2018
Q1 | $487K | Hold |
5,217
| – | – | 0.07% | 81 |
|
|
2017
Q4 | $518K | Sell |
5,217
-25
| -0.5% | -$2.48K | 0.08% | 79 |
|
|
2017
Q3 | $474K | Hold |
5,242
| – | – | 0.07% | 79 |
|
|
2017
Q2 | $442K | Hold |
5,242
| – | – | 0.07% | 80 |
|
|
2017
Q1 | $415K | Buy |
5,242
+350
| +7% | +$27.7K | 0.07% | 79 |
|
|
2016
Q4 | $362K | Hold |
4,892
| – | – | 0.06% | 79 |
|
|
2016
Q3 | $313K | Sell |
4,892
-126,968
| -96% | -$8.12M | 0.06% | 84 |
|
|
2016
Q2 | $8.01M | Buy |
131,860
+2,488
| +2% | +$151K | 1.54% | 33 |
|
|
2016
Q1 | $7.94M | Buy |
129,372
+3,116
| +2% | +$191K | 1.56% | 32 |
|
|
2015
Q4 | $8.78M | Sell |
126,256
-1,066
| -0.8% | -$74.1K | 1.72% | 26 |
|
|
2015
Q3 | $9.44M | Buy |
127,322
+888
| +0.7% | +$65.8K | 1.92% | 22 |
|
|
2015
Q2 | $9.83M | Sell |
126,434
-9,598
| -7% | -$746K | 1.87% | 21 |
|
|
2015
Q1 | $10.6M | Buy |
136,032
+4,475
| +3% | +$350K | 2.05% | 17 |
|
|
2014
Q4 | $12.2M | Buy |
131,557
+8,757
| +7% | +$815K | 2.35% | 15 |
|
|
2014
Q3 | $10.8M | Buy |
122,800
+3,705
| +3% | +$324K | 2.14% | 16 |
|
|
2014
Q2 | $11.3M | Sell |
119,095
-2,835
| -2% | -$269K | 2.22% | 16 |
|
|
2014
Q1 | $11M | Buy |
121,930
+3,817
| +3% | +$344K | 2.16% | 16 |
|
|
2013
Q4 | $10.7M | Buy |
118,113
+4,665
| +4% | +$423K | 2.2% | 18 |
|
|
2013
Q3 | $8.57M | Buy |
113,448
+4,785
| +4% | +$361K | 2.09% | 20 |
|
|
2013
Q2 | $8.12M | Buy |
+108,663
| New | +$8.12M | 2.13% | 19 |
|