MA
Marshwinds Advisory’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.37M | Buy |
14,322
+1
| +0% | +$95 | 0.73% | 46 |
|
|
2018
Q3 | $1.53M | Sell |
14,321
-100
| -0.7% | -$10.6K | 0.7% | 51 |
|
|
2018
Q2 | $1.41M | Sell |
14,421
-749
| -5% | -$73.4K | 0.67% | 53 |
|
|
2018
Q1 | $1.42M | Hold |
15,170
| – | – | 0.67% | 55 |
|
|
2017
Q4 | $1.51M | Sell |
15,170
-299
| -2% | -$29.7K | 0.7% | 50 |
|
|
2017
Q3 | $1.4M | Sell |
15,469
-300
| -2% | -$27.1K | 0.65% | 55 |
|
|
2017
Q2 | $1.33M | Sell |
15,769
-250
| -2% | -$21.1K | 0.63% | 59 |
|
|
2017
Q1 | $1.27M | Sell |
16,019
-399
| -2% | -$31.6K | 0.59% | 61 |
|
|
2016
Q4 | $1.22M | Buy |
16,418
+1
| +0% | +$74 | 0.58% | 60 |
|
|
2016
Q3 | $1.05M | Hold |
16,417
| – | – | 0.51% | 64 |
|
|
2016
Q2 | $997K | Buy |
16,417
+1
| +0% | +$61 | 0.49% | 68 |
|
|
2016
Q1 | $1.01M | Hold |
16,416
| – | – | 0.52% | 67 |
|
|
2015
Q4 | $1.14M | Buy |
16,416
+1
| +0% | +$70 | 0.6% | 57 |
|
|
2015
Q3 | $1.22M | Sell |
16,415
-50
| -0.3% | -$3.71K | 0.65% | 50 |
|
|
2015
Q2 | $1.28M | Sell |
16,465
-241
| -1% | -$18.7K | 0.64% | 50 |
|
|
2015
Q1 | $1.31M | Sell |
16,706
-163
| -1% | -$12.7K | 0.62% | 60 |
|
|
2014
Q4 | $1.57M | Sell |
16,869
-399
| -2% | -$37.1K | 0.74% | 48 |
|
|
2014
Q3 | $1.51M | Sell |
17,268
-300
| -2% | -$26.3K | 0.75% | 41 |
|
|
2014
Q2 | $1.67M | Buy |
17,568
+646
| +4% | +$61.3K | 0.8% | 37 |
|
|
2014
Q1 | $1.52M | Hold |
16,922
| – | – | 0.77% | 40 |
|
|
2013
Q4 | $1.54M | Sell |
16,922
-750
| -4% | -$68K | 0.81% | 38 |
|
|
2013
Q3 | $1.34M | Buy |
17,672
+1
| +0% | +$76 | 0.77% | 42 |
|
|
2013
Q2 | $1.32M | Buy |
+17,671
| New | +$1.32M | 0.79% | 42 |
|