Mawer Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-224,930
| Closed | -$13.8M | – | 84 |
|
|
2016
Q1 | $13.8M | Sell |
224,930
-281,030
| -56% | -$17.3M | 0.16% | 83 |
|
|
2015
Q4 | $35.2M | Buy |
505,960
+5,000
| +1% | +$348K | 0.45% | 63 |
|
|
2015
Q3 | $37.1M | Buy |
500,960
+37,000
| +8% | +$2.74M | 0.51% | 62 |
|
|
2015
Q2 | $36.1M | Buy |
+463,960
| New | +$36.1M | 0.46% | 66 |
|