KMS Financial Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $944K | Sell |
10,779
-227
| -2% | -$19.9K | 0.13% | 167 |
|
|
2014
Q2 | $1.04M | Buy |
11,006
+233
| +2% | +$22.1K | 0.15% | 151 |
|
|
2014
Q1 | $970K | Sell |
10,773
-187
| -2% | -$16.8K | 0.15% | 154 |
|
|
2013
Q4 | $994K | Buy |
10,960
+935
| +9% | +$84.8K | 0.17% | 140 |
|
|
2013
Q3 | $757K | Buy |
10,025
+266
| +3% | +$20.1K | 0.18% | 134 |
|
|
2013
Q2 | $729K | Buy |
+9,759
| New | +$729K | 0.2% | 125 |
|