J.M. Forbes & Co’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-79,297
Closed -$9.87M 91
2019
Q4
$9.87M Buy
79,297
+7,952
+11% +$990K 1.62% 33
2019
Q3
$8.44M Buy
71,345
+239
+0.3% +$28.3K 1.62% 32
2019
Q2
$8.78M Buy
+71,106
New +$8.78M 1.69% 33