McKinley Carter Wealth Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-339
| Closed | -$32K | – | 175 |
|
|
2018
Q1 | $32K | Buy |
+339
| New | +$32K | 0.01% | 296 |
|
|
2016
Q1 | – | Sell |
-3,146
| Closed | -$219K | – | 128 |
|
|
2015
Q4 | $219K | Sell |
3,146
-467
| -13% | -$32.5K | 0.13% | 106 |
|
|
2015
Q3 | $268K | Sell |
3,613
-297
| -8% | -$22K | 0.17% | 91 |
|
|
2015
Q2 | $304K | Sell |
3,910
-33
| -0.8% | -$2.57K | 0.16% | 103 |
|
|
2015
Q1 | $308K | Buy |
3,943
+96
| +2% | +$7.5K | 0.2% | 87 |
|
|
2014
Q4 | $358K | Buy |
+3,847
| New | +$358K | 0.28% | 72 |
|