Jamison Eaton & Wood’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
$7.68M Buy
98,335
+4,115
+4% +$321K 2.19% 13
2014
Q4
$8.77M Sell
94,220
-1,645
-2% -$153K 2.43% 9
2014
Q3
$8.39M Buy
95,865
+1,191
+1% +$104K 2.34% 11
2014
Q2
$8.98M Sell
94,674
-479
-0.5% -$45.4K 2.47% 10
2014
Q1
$8.57M Sell
95,153
-925
-1% -$83.3K 2.38% 12
2013
Q4
$8.72M Buy
96,078
+425
+0.4% +$38.6K 2.26% 13
2013
Q3
$7.22M Buy
95,653
+75
+0.1% +$5.66K 1.99% 16
2013
Q2
$7.15M Buy
+95,578
New +$7.15M 2.06% 15