JWM
Jacobus Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $633K | Hold |
7,000
| – | – | 0.17% | 95 |
|
|
2017
Q2 | $590K | Hold |
7,000
| – | – | 0.16% | 96 |
|
|
2017
Q1 | $554K | Hold |
7,000
| – | – | 0.16% | 95 |
|
|
2016
Q4 | $519K | Hold |
7,000
| – | – | 0.15% | 101 |
|
|
2016
Q3 | $448K | Hold |
7,000
| – | – | 0.13% | 112 |
|
|
2016
Q2 | $425K | Sell |
7,000
-575
| -8% | -$34.9K | 0.13% | 114 |
|
|
2016
Q1 | $465K | Hold |
7,575
| – | – | 0.14% | 130 |
|
|
2015
Q4 | $527K | Hold |
7,575
| – | – | 0.15% | 118 |
|
|
2015
Q3 | $562K | Sell |
7,575
-571
| -7% | -$42.4K | 0.16% | 105 |
|
|
2015
Q2 | $633K | Sell |
8,146
-1,293
| -14% | -$100K | 0.16% | 104 |
|
|
2015
Q1 | $737K | Buy |
9,439
+130
| +1% | +$10.2K | 0.19% | 90 |
|
|
2014
Q4 | $866K | Sell |
9,309
-660
| -7% | -$61.4K | 0.23% | 80 |
|
|
2014
Q3 | $873K | Sell |
9,969
-2,301
| -19% | -$202K | 0.24% | 85 |
|
|
2014
Q2 | $1.16M | Hold |
12,270
| – | – | 0.3% | 72 |
|
|
2014
Q1 | $1.11M | Buy |
12,270
+321
| +3% | +$28.9K | 0.27% | 77 |
|
|
2013
Q4 | $1.08M | Buy |
11,949
+1,988
| +20% | +$180K | 0.31% | 70 |
|
|
2013
Q3 | $752K | Sell |
9,961
-5
| -0.1% | -$377 | 0.26% | 74 |
|
|
2013
Q2 | $745K | Buy |
+9,966
| New | +$745K | 0.27% | 74 |
|