Lodestar Investment Counsel’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $5.97M | Sell |
48,393
-2,200
| -4% | -$272K | 0.61% | 50 |
|
|
2019
Q1 | $5.53M | Sell |
50,593
-200
| -0.4% | -$21.9K | 0.59% | 52 |
|
|
2018
Q4 | $4.84M | Buy |
50,793
+306
| +0.6% | +$29.2K | 0.59% | 50 |
|
|
2018
Q3 | $5.38M | Sell |
50,487
-850
| -2% | -$90.5K | 0.58% | 50 |
|
|
2018
Q2 | $5.03M | Sell |
51,337
-600
| -1% | -$58.8K | 0.58% | 50 |
|
|
2018
Q1 | $4.85M | Sell |
51,937
-600
| -1% | -$56K | 0.56% | 49 |
|
|
2017
Q4 | $5.22M | Sell |
52,537
-400
| -0.8% | -$39.7K | 0.6% | 52 |
|
|
2017
Q3 | $4.79M | Hold |
52,937
| – | – | 0.59% | 53 |
|
|
2017
Q2 | $4.46M | Hold |
52,937
| – | – | 0.57% | 54 |
|
|
2017
Q1 | $4.19M | Sell |
52,937
-1,900
| -3% | -$150K | 0.54% | 53 |
|
|
2016
Q4 | $4.06M | Buy |
54,837
+180
| +0.3% | +$13.3K | 0.55% | 55 |
|
|
2016
Q3 | $3.5M | Sell |
54,657
-50
| -0.1% | -$3.2K | 0.48% | 56 |
|
|
2016
Q2 | $3.32M | Sell |
54,707
-2,675
| -5% | -$163K | 0.47% | 55 |
|
|
2016
Q1 | $3.52M | Sell |
57,382
-1,211
| -2% | -$74.4K | 0.51% | 57 |
|
|
2015
Q4 | $4.08M | Sell |
58,593
-1,200
| -2% | -$83.5K | 0.64% | 56 |
|
|
2015
Q3 | $4.43M | Buy |
59,793
+1,100
| +2% | +$81.5K | 0.75% | 53 |
|
|
2015
Q2 | $4.56M | Sell |
58,693
-11,309
| -16% | -$879K | 0.72% | 54 |
|
|
2015
Q1 | $5.47M | Buy |
70,002
+745
| +1% | +$58.2K | 0.84% | 50 |
|
|
2014
Q4 | $6.44M | Sell |
69,257
-100
| -0.1% | -$9.3K | 1.84% | 27 |
|
|
2014
Q3 | $6.07M | Hold |
69,357
| – | – | 1.86% | 26 |
|
|
2014
Q2 | $6.58M | Sell |
69,357
-425
| -0.6% | -$40.3K | 1.98% | 25 |
|
|
2014
Q1 | $6.28M | Buy |
69,782
+6,125
| +10% | +$551K | 1.97% | 23 |
|
|
2013
Q4 | $5.78M | Sell |
63,657
-50
| -0.1% | -$4.54K | 1.87% | 24 |
|
|
2013
Q3 | $4.81M | Sell |
63,707
-1,050
| -2% | -$79.3K | 1.75% | 26 |
|
|
2013
Q2 | $4.84M | Buy |
+64,757
| New | +$4.84M | 1.85% | 25 |
|