Lourd Capital’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 | $2.41M | Sell |
19,518
-273
| -1% | -$33.7K | 0.22% | 20 |
|
|
2019
Q1 | $2.16M | Sell |
19,791
-18,128
| -48% | -$1.98M | 0.21% | 20 |
|
|
2018
Q4 | $3.61M | Buy |
37,919
+82
| +0.2% | +$7.82K | 0.28% | 18 |
|
|
2018
Q3 | $4.03M | Buy |
37,837
+20
| +0.1% | +$2.13K | 0.26% | 17 |
|
|
2018
Q2 | $3.71M | Buy |
37,817
+83
| +0.2% | +$8.13K | 0.52% | 15 |
|
|
2018
Q1 | $3.52M | Sell |
37,734
-120
| -0.3% | -$11.2K | 0.47% | 16 |
|
|
2017
Q4 | $3.76M | Buy |
37,854
+18,157
| +92% | +$1.8M | 0.24% | 18 |
|
|
2017
Q3 | $1.78M | Hold |
19,697
| – | – | 0.16% | 23 |
|
|
2017
Q2 | $1.66M | Buy |
19,697
+217
| +1% | +$18.3K | 0.16% | 23 |
|
|
2017
Q1 | $1.54M | Buy |
19,480
+191
| +1% | +$15.1K | 0.15% | 24 |
|
|
2016
Q4 | $1.43M | Buy |
19,289
+93
| +0.5% | +$6.89K | 0.14% | 24 |
|
|
2016
Q3 | $1.23M | Sell |
19,196
-237
| -1% | -$15.2K | 0.14% | 27 |
|
|
2016
Q2 | $1.18M | Buy |
19,433
+68
| +0.4% | +$4.13K | 0.33% | 29 |
|
|
2016
Q1 | $1.19M | Buy |
19,365
+115
| +0.6% | +$7.06K | 0.13% | 34 |
|
|
2015
Q4 | $1.34M | Sell |
19,250
-193
| -1% | -$13.4K | 0.14% | 33 |
|
|
2015
Q3 | $1.44M | Sell |
19,443
-79
| -0.4% | -$5.86K | 0.16% | 29 |
|
|
2015
Q2 | $1.52M | Buy |
19,522
+120
| +0.6% | +$9.33K | 0.16% | 30 |
|
|
2015
Q1 | $1.52M | Sell |
19,402
-26
| -0.1% | -$2.03K | 0.15% | 30 |
|
|
2014
Q4 | $1.81M | Buy |
19,428
+195
| +1% | +$18.1K | 0.17% | 26 |
|
|
2014
Q3 | $1.68M | Buy |
19,233
+192
| +1% | +$16.8K | 0.17% | 29 |
|
|
2014
Q2 | $1.81M | Buy |
19,041
+26
| +0.1% | +$2.47K | 0.19% | 25 |
|
|
2014
Q1 | $1.71M | Sell |
19,015
-90
| -0.5% | -$8.1K | 0.19% | 25 |
|
|
2013
Q4 | $1.73M | Hold |
19,105
| – | – | 0.19% | 26 |
|
|
2013
Q3 | $1.44M | Hold |
19,105
| – | – | 0.17% | 28 |
|
|
2013
Q2 | $1.43M | Buy |
+19,105
| New | +$1.43M | 0.17% | 29 |
|