Kanaly Trust’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $397K | Buy |
5,363
+32
| +0.6% | +$2.37K | 0.08% | 100 |
|
|
2016
Q3 | $341K | Sell |
5,331
-18
| -0.3% | -$1.15K | 0.07% | 116 |
|
|
2016
Q2 | $325K | Buy |
5,349
+1,068
| +25% | +$64.9K | 0.07% | 116 |
|
|
2016
Q1 | $263K | Sell |
4,281
-35
| -0.8% | -$2.15K | 0.05% | 126 |
|
|
2015
Q4 | $300K | Sell |
4,316
-466
| -10% | -$32.4K | 0.06% | 117 |
|
|
2015
Q3 | $354K | Buy |
4,782
+45
| +0.9% | +$3.33K | 0.08% | 105 |
|
|
2015
Q2 | $368K | Sell |
4,737
-3,492
| -42% | -$271K | 0.07% | 116 |
|
|
2015
Q1 | $643K | Sell |
8,229
-7,939
| -49% | -$620K | 0.13% | 94 |
|
|
2014
Q4 | $1.5M | Sell |
16,168
-244
| -1% | -$22.7K | 0.3% | 45 |
|
|
2014
Q3 | $1.44M | Sell |
16,412
-204
| -1% | -$17.9K | 0.28% | 46 |
|
|
2014
Q2 | $1.58M | Sell |
16,616
-146
| -0.9% | -$13.8K | 0.29% | 45 |
|
|
2014
Q1 | $1.51M | Buy |
16,762
+244
| +1% | +$22K | 0.29% | 46 |
|
|
2013
Q4 | $1.5M | Buy |
16,518
+8,468
| +105% | +$768K | 0.3% | 47 |
|
|
2013
Q3 | $607K | Buy |
+8,050
| New | +$607K | 0.17% | 57 |
|