Independent Portfolio Consultants’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $887K | Buy |
10,526
+392
| +4% | +$33K | 0.37% | 63 |
|
|
2017
Q1 | $802K | Buy |
10,134
+268
| +3% | +$21.2K | 0.28% | 119 |
|
|
2016
Q4 | $731K | Sell |
9,866
-167
| -2% | -$12.4K | 0.24% | 153 |
|
|
2016
Q3 | $643K | Sell |
10,033
-630
| -6% | -$40.4K | 0.2% | 181 |
|
|
2016
Q2 | $648K | Buy |
10,663
+640
| +6% | +$38.9K | 0.2% | 170 |
|
|
2016
Q1 | $615K | Sell |
10,023
-241
| -2% | -$14.8K | 0.17% | 180 |
|
|
2015
Q4 | $714K | Sell |
10,264
-6,796
| -40% | -$473K | 0.21% | 142 |
|
|
2015
Q3 | $1.27M | Buy |
17,060
+1,110
| +7% | +$82.3K | 0.28% | 113 |
|
|
2015
Q2 | $1.24M | Buy |
15,950
+3,288
| +26% | +$256K | 0.25% | 143 |
|
|
2015
Q1 | $989K | Buy |
12,662
+2,189
| +21% | +$171K | 0.2% | 154 |
|
|
2014
Q4 | $974K | Buy |
10,473
+5,112
| +95% | +$475K | 0.2% | 161 |
|
|
2014
Q3 | $469K | Buy |
5,361
+1,371
| +34% | +$120K | 0.13% | 232 |
|
|
2014
Q2 | $379K | Buy |
3,990
+1,265
| +46% | +$120K | 0.11% | 332 |
|
|
2014
Q1 | $245K | Sell |
2,725
-325
| -11% | -$29.2K | 0.08% | 405 |
|
|
2013
Q4 | $277K | Buy |
+3,050
| New | +$277K | 0.1% | 378 |
|