Kaizen Advisory’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$183K Buy
1,922
+205
+12% +$21.4K 0.13% 166
2018
Q3
$183K Hold
1,717
0.1% 166
2018
Q2
$168K Buy
1,717
+1,023
+147% +$101K 0.09% 170
2018
Q1
$65K Hold
694
0.06% 162
2017
Q4
$69K Buy
+694
New +$66.1K 0.04% 163

Other funds holding AXP

Kaizen Advisory's AXP Position: Q4 2018 in Review

Kaizen Advisory increased its American Express (AXP) stake by 12% in Q4 2018, buying an estimated $21.4K and bringing the position to 1,922 shares worth $183K. The position accounts for 0.13% of the portfolio, ranked #166.

Kaizen Advisory first reported a position in AXP in Q4 2017 and has held it in 5 quarters since. 1,524 funds tracked by Wall St. Rank hold AXP as of Q4 2018.

  • Kaizen Advisory held 1,922 shares of American Express worth $183K as of Q4 2018.
  • Kaizen Advisory bought 205 American Express shares in Q4 2018, an estimated $21.4K.
  • American Express made up 0.13% of Kaizen Advisory's portfolio in Q4 2018, its #166 holding.
  • Kaizen Advisory first reported a position in American Express in Q4 2017 and has held it in 5 quarters since.
  • 1,524 funds tracked by Wall St. Rank held American Express as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.