KIA
Kopp Investment Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $543K | Sell |
4,588
-323
| -7% | -$38.2K | 1% | 27 |
|
|
2019
Q2 | $606K | Sell |
4,911
-3,200
| -39% | -$395K | 0.69% | 26 |
|
|
2019
Q1 | $887K | Buy |
8,111
+14
| +0.2% | +$1.53K | 0.72% | 30 |
|
|
2018
Q4 | $772K | Sell |
8,097
-224
| -3% | -$21.4K | 0.75% | 32 |
|
|
2018
Q3 | $886K | Sell |
8,321
-150
| -2% | -$16K | 0.75% | 32 |
|
|
2018
Q2 | $830K | Buy |
8,471
+10
| +0.1% | +$980 | 0.78% | 37 |
|
|
2018
Q1 | $789K | Sell |
8,461
-318
| -4% | -$29.7K | 0.8% | 41 |
|
|
2017
Q4 | $872K | Sell |
8,779
-210
| -2% | -$20.9K | 0.87% | 39 |
|
|
2017
Q3 | $813K | Sell |
8,989
-195
| -2% | -$17.6K | 0.75% | 39 |
|
|
2017
Q2 | $774K | Buy |
9,184
+314
| +4% | +$26.5K | 0.69% | 39 |
|
|
2017
Q1 | $702K | Sell |
8,870
-338
| -4% | -$26.8K | 0.69% | 43 |
|
|
2016
Q4 | $682K | Sell |
9,208
-548
| -6% | -$40.6K | 0.72% | 45 |
|
|
2016
Q3 | $625K | Sell |
9,756
-1,530
| -14% | -$98K | 0.62% | 49 |
|
|
2016
Q2 | $686K | Sell |
11,286
-250
| -2% | -$15.2K | 0.36% | 50 |
|
|
2016
Q1 | $708K | Buy |
11,536
+12
| +0.1% | +$736 | 0.39% | 51 |
|
|
2015
Q4 | $801K | Hold |
11,524
| – | – | 0.39% | 45 |
|
|
2015
Q3 | $854K | Sell |
11,524
-47
| -0.4% | -$3.48K | 0.46% | 39 |
|
|
2015
Q2 | $899K | Buy |
11,571
+550
| +5% | +$42.7K | 0.4% | 43 |
|
|
2015
Q1 | $861K | Sell |
11,021
-36
| -0.3% | -$2.81K | 0.38% | 50 |
|
|
2014
Q4 | $1.03M | Sell |
11,057
-465
| -4% | -$43.3K | 0.49% | 38 |
|
|
2014
Q3 | $1.01M | Sell |
11,522
-375
| -3% | -$32.8K | 0.5% | 39 |
|
|
2014
Q2 | $1.13M | Sell |
11,897
-410
| -3% | -$38.9K | 0.52% | 39 |
|
|
2014
Q1 | $1.11M | Sell |
12,307
-55
| -0.4% | -$4.95K | 0.46% | 39 |
|
|
2013
Q4 | $1.12M | Sell |
12,362
-445
| -3% | -$40.4K | 0.51% | 35 |
|
|
2013
Q3 | $967K | Sell |
12,807
-145
| -1% | -$10.9K | 0.36% | 52 |
|
|
2013
Q2 | $968K | Buy |
+12,952
| New | +$968K | 0.38% | 51 |
|