Ladenburg Thalmann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $7.92M | Buy |
67,444
+9,713
| +17% | +$1.14M | 0.05% | 356 |
|
|
2019
Q3 | $6.83M | Sell |
57,731
-231
| -0.4% | -$27.3K | 0.05% | 377 |
|
|
2019
Q2 | $7.18M | Sell |
57,962
-1,748
| -3% | -$216K | 0.05% | 353 |
|
|
2019
Q1 | $6.55M | Sell |
59,710
-1,617
| -3% | -$177K | 0.05% | 363 |
|
|
2018
Q4 | $5.88M | Buy |
61,327
+11,450
| +23% | +$1.1M | 0.05% | 326 |
|
|
2018
Q3 | $5.32M | Buy |
49,877
+5,976
| +14% | +$637K | 0.04% | 372 |
|
|
2018
Q2 | $4.09M | Hold |
43,901
| – | – | 0.04% | 420 |
|
|
2018
Q1 | $4.09M | Buy |
43,901
+803
| +2% | +$74.9K | 0.04% | 420 |
|
|
2017
Q4 | $4.28M | Buy |
43,098
+1,678
| +4% | +$167K | 0.04% | 392 |
|
|
2017
Q3 | $3.75M | Buy |
41,420
+3,399
| +9% | +$308K | 0.04% | 394 |
|
|
2017
Q2 | $3.2M | Sell |
38,021
-92
| -0.2% | -$7.75K | 0.04% | 424 |
|
|
2017
Q1 | $3.01M | Sell |
38,113
-9,361
| -20% | -$740K | 0.04% | 420 |
|
|
2016
Q4 | $3.51M | Buy |
47,474
+6,262
| +15% | +$463K | 0.05% | 344 |
|
|
2016
Q3 | $2.64M | Sell |
41,212
-4,211
| -9% | -$270K | 0.04% | 408 |
|
|
2016
Q2 | $2.76M | Sell |
45,423
-5,919
| -12% | -$360K | 0.04% | 362 |
|
|
2016
Q1 | $3.15M | Buy |
51,342
+9,286
| +22% | +$570K | 0.06% | 316 |
|
|
2015
Q4 | $2.92M | Sell |
42,056
-7,147
| -15% | -$497K | 0.05% | 316 |
|
|
2015
Q3 | $3.65M | Sell |
49,203
-4,893
| -9% | -$363K | 0.08% | 253 |
|
|
2015
Q2 | $4.21M | Buy |
54,096
+1,468
| +3% | +$114K | 0.08% | 242 |
|
|
2015
Q1 | $4.11M | Buy |
52,628
+18,468
| +54% | +$1.44M | 0.08% | 253 |
|
|
2014
Q4 | $3.17M | Buy |
34,160
+10,971
| +47% | +$1.02M | 0.07% | 253 |
|
|
2014
Q3 | $2.03M | Buy |
23,189
+1,662
| +8% | +$145K | 0.06% | 284 |
|
|
2014
Q2 | $2.04M | Sell |
21,527
-5,914
| -22% | -$561K | 0.06% | 291 |
|
|
2014
Q1 | $2.47M | Buy |
27,441
+2,046
| +8% | +$184K | 0.07% | 212 |
|
|
2013
Q4 | $2.3M | Buy |
25,395
+3,672
| +17% | +$333K | 0.07% | 229 |
|
|
2013
Q3 | $1.65M | Sell |
21,723
-644
| -3% | -$48.8K | 0.06% | 267 |
|
|
2013
Q2 | $1.68M | Buy |
+22,367
| New | +$1.68M | 0.06% | 252 |
|