Jupiter Investment Management’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 |
-31,053
| Closed | -$3.87M | – | 372 |
|
|
2019
Q4 | $3.87M | Sell |
31,053
-158,295
| -84% | -$19.7M | 0.05% | 245 |
|
|
2019
Q3 | $22.4M | Buy |
+189,348
| New | +$22.4M | 0.29% | 103 |
|
|
2018
Q3 | – | Sell |
-77,997
| Closed | -$7.64M | – | 367 |
|
|
2018
Q2 | $7.64M | Buy |
77,997
+4,531
| +6% | +$444K | 0.05% | 182 |
|
|
2018
Q1 | $6.85M | Buy |
73,466
+19,679
| +37% | +$1.84M | 0.05% | 174 |
|
|
2017
Q4 | $5.34M | Buy |
53,787
+17,135
| +47% | +$1.7M | 0.05% | 180 |
|
|
2017
Q3 | $3.32M | Buy |
+36,652
| New | +$3.32M | 0.03% | 183 |
|
|
2017
Q2 | – | Sell |
-130,618
| Closed | -$10.3M | – | 410 |
|
|
2017
Q1 | $10.3M | Sell |
130,618
-78,393
| -38% | -$6.2M | 0.15% | 113 |
|
|
2016
Q4 | $15.5M | Buy |
209,011
+42,702
| +26% | +$3.16M | 0.27% | 98 |
|
|
2016
Q3 | $10.7M | Sell |
166,309
-27,434
| -14% | -$1.76M | 0.18% | 109 |
|
|
2016
Q2 | $11.8M | Buy |
193,743
+60,836
| +46% | +$3.7M | 0.22% | 114 |
|
|
2016
Q1 | $8.16M | Buy |
+132,907
| New | +$8.16M | 0.17% | 145 |
|
|
2014
Q4 | – | Sell |
-2,200
| Closed | -$192K | – | 335 |
|
|
2014
Q3 | $192K | Buy |
+2,200
| New | +$192K | 0.01% | 288 |
|
|
2014
Q1 | – | Sell |
-12,400
| Closed | -$1.13M | – | 337 |
|
|
2013
Q4 | $1.13M | Sell |
12,400
-1,300
| -9% | -$118K | 0.09% | 217 |
|
|
2013
Q3 | $1.03M | Sell |
13,700
-51,100
| -79% | -$3.86M | 0.1% | 214 |
|
|
2013
Q2 | $4.84M | Buy |
+64,800
| New | +$4.84M | 0.58% | 64 |
|