MPA
Marvin & Palmer Associates’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-45,476
| Closed | -$5.66M | – | 30 |
|
|
2019
Q4 | $5.66M | Sell |
45,476
-890
| -2% | -$111K | 3.34% | 21 |
|
|
2019
Q3 | $5.48M | Buy |
46,366
+1,148
| +3% | +$136K | 3.61% | 20 |
|
|
2019
Q2 | $5.58M | Buy |
45,218
+3,583
| +9% | +$442K | 3.7% | 18 |
|
|
2019
Q1 | $4.55M | Hold |
41,635
| – | – | 3.55% | 18 |
|
|
2018
Q4 | $3.97M | Buy |
+41,635
| New | +$3.97M | 3.42% | 19 |
|
|
2014
Q4 | – | Sell |
-8,900
| Closed | -$779K | – | 59 |
|
|
2014
Q3 | $779K | Sell |
8,900
-1,300
| -13% | -$114K | 0.79% | 43 |
|
|
2014
Q2 | $968K | Sell |
10,200
-10,245
| -50% | -$972K | 0.84% | 52 |
|
|
2014
Q1 | $1.84M | Buy |
20,445
+3,345
| +20% | +$301K | 1.61% | 22 |
|
|
2013
Q4 | $1.55M | Sell |
17,100
-400
| -2% | -$36.3K | 0.93% | 47 |
|
|
2013
Q3 | $1.32M | Sell |
17,500
-5,400
| -24% | -$408K | 0.87% | 49 |
|
|
2013
Q2 | $1.71M | Buy |
+22,900
| New | +$1.71M | 0.93% | 48 |
|