Main Street Research’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,787
| Closed | -$222K | – | 79 |
|
|
2019
Q4 | $222K | Buy |
+1,787
| New | +$222K | 0.04% | 97 |
|
|
2015
Q2 | – | Sell |
-38,181
| Closed | -$2.98M | – | 136 |
|
|
2015
Q1 | $2.98M | Sell |
38,181
-360
| -0.9% | -$28.1K | 0.64% | 58 |
|
|
2014
Q4 | $3.59M | Sell |
38,541
-37,412
| -49% | -$3.48M | 0.77% | 55 |
|
|
2014
Q3 | $6.65M | Buy |
75,953
+2,420
| +3% | +$212K | 1.48% | 23 |
|
|
2014
Q2 | $6.98M | Buy |
73,533
+2,896
| +4% | +$275K | 1.64% | 17 |
|
|
2014
Q1 | $6.36M | Buy |
70,637
+217
| +0.3% | +$19.5K | 1.54% | 23 |
|
|
2013
Q4 | $6.39M | Buy |
70,420
+110
| +0.2% | +$9.98K | 1.6% | 14 |
|
|
2013
Q3 | $5.31M | Buy |
70,310
+13,825
| +24% | +$1.04M | 1.43% | 25 |
|
|
2013
Q2 | $4.22M | Buy |
+56,485
| New | +$4.22M | 1.28% | 29 |
|