Martin Capital Partners’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 |
-19,771
| Closed | -$2.46M | – | 59 |
|
|
2019
Q4 | $2.46M | Buy |
19,771
+702
| +4% | +$87.4K | 1.45% | 36 |
|
|
2019
Q3 | $2.26M | Buy |
19,069
+593
| +3% | +$70.1K | 1.52% | 33 |
|
|
2019
Q2 | $2.28M | Buy |
18,476
+611
| +3% | +$75.4K | 1.61% | 31 |
|
|
2019
Q1 | $1.95M | Buy |
17,865
+1,880
| +12% | +$206K | 1.51% | 31 |
|
|
2018
Q4 | $1.52M | Buy |
15,985
+775
| +5% | +$73.9K | 1.41% | 34 |
|
|
2018
Q3 | $1.62M | Buy |
15,210
+397
| +3% | +$42.3K | 1.45% | 34 |
|
|
2018
Q2 | $1.45M | Sell |
14,813
-703
| -5% | -$68.9K | 1.48% | 34 |
|
|
2018
Q1 | $1.45M | Buy |
15,516
+484
| +3% | +$45.1K | 1.44% | 33 |
|
|
2017
Q4 | $1.49M | Buy |
+15,032
| New | +$1.49M | 1.55% | 33 |
|