KDI Capital Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-200
| Closed | -$12K | – | 38 |
|
|
2016
Q1 | $12K | Sell |
200
-10,400
| -98% | -$624K | ﹤0.01% | 40 |
|
|
2015
Q4 | $737K | Sell |
10,600
-20,500
| -66% | -$1.43M | 0.22% | 35 |
|
|
2015
Q3 | $2.31M | Sell |
31,100
-121,553
| -80% | -$9.01M | 0.67% | 29 |
|
|
2015
Q2 | $11.9M | Sell |
152,653
-91,785
| -38% | -$7.13M | 3.18% | 13 |
|
|
2015
Q1 | $19.1M | Buy |
+244,438
| New | +$19.1M | 4.73% | 6 |
|