MacGuire Cheswick & Tuttle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $281K | Hold |
2,950
| – | – | 0.06% | 80 |
|
|
2018
Q3 | $314K | Hold |
2,950
| – | – | 0.05% | 82 |
|
|
2018
Q2 | $289K | Sell |
2,950
-394
| -12% | -$38.6K | 0.05% | 86 |
|
|
2018
Q1 | $312K | Hold |
3,344
| – | – | 0.06% | 88 |
|
|
2017
Q4 | $332K | Hold |
3,344
| – | – | 0.06% | 87 |
|
|
2017
Q3 | $302K | Sell |
3,344
-200
| -6% | -$18.1K | 0.06% | 88 |
|
|
2017
Q2 | $299K | Hold |
3,544
| – | – | 0.06% | 85 |
|
|
2017
Q1 | $280K | Hold |
3,544
| – | – | 0.05% | 82 |
|
|
2016
Q4 | $263K | Sell |
3,544
-400
| -10% | -$29.7K | 0.05% | 81 |
|
|
2016
Q3 | $253K | Sell |
3,944
-300
| -7% | -$19.2K | 0.06% | 77 |
|
|
2016
Q2 | $258K | Sell |
4,244
-150
| -3% | -$9.12K | 0.06% | 76 |
|
|
2016
Q1 | $270K | Sell |
4,394
-1,567
| -26% | -$96.3K | 0.06% | 79 |
|
|
2015
Q4 | $415K | Sell |
5,961
-4,356
| -42% | -$303K | 0.09% | 70 |
|
|
2015
Q3 | $765K | Sell |
10,317
-23,083
| -69% | -$1.71M | 0.19% | 61 |
|
|
2015
Q2 | $2.6M | Sell |
33,400
-100
| -0.3% | -$7.77K | 0.58% | 45 |
|
|
2015
Q1 | $2.62M | Sell |
33,500
-275
| -0.8% | -$21.5K | 0.59% | 48 |
|
|
2014
Q4 | $3.14M | Sell |
33,775
-385
| -1% | -$35.8K | 0.7% | 43 |
|
|
2014
Q3 | $2.99M | Buy |
34,160
+875
| +3% | +$76.6K | 0.7% | 43 |
|
|
2014
Q2 | $3.16M | Buy |
33,285
+275
| +0.8% | +$26.1K | 0.73% | 43 |
|
|
2014
Q1 | $2.97M | Buy |
33,010
+1,520
| +5% | +$137K | 0.72% | 44 |
|
|
2013
Q4 | $2.86M | Sell |
31,490
-875
| -3% | -$79.4K | 0.69% | 42 |
|
|
2013
Q3 | $2.44M | Sell |
32,365
-160
| -0.5% | -$12.1K | 0.67% | 42 |
|
|
2013
Q2 | $2.43M | Buy |
+32,525
| New | +$2.43M | 0.7% | 42 |
|