Lau Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-10,700
| Closed | -$996K | – | 66 |
|
|
2014
Q4 | $996K | Hold |
10,700
| – | – | 0.91% | 33 |
|
|
2014
Q3 | $937K | Hold |
10,700
| – | – | 0.86% | 31 |
|
|
2014
Q2 | $1.02M | Hold |
10,700
| – | – | 0.91% | 28 |
|
|
2014
Q1 | $963K | Sell |
10,700
-600
| -5% | -$54K | 0.86% | 30 |
|
|
2013
Q4 | $1.03M | Hold |
11,300
| – | – | 0.91% | 29 |
|
|
2013
Q3 | $853K | Sell |
11,300
-600
| -5% | -$45.3K | 0.71% | 32 |
|
|
2013
Q2 | $890K | Buy |
+11,900
| New | +$890K | 0.75% | 31 |
|