McQueen Ball & Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.16M | Hold |
22,686
| – | – | 1.39% | 23 |
|
|
2018
Q3 | $2.42M | Sell |
22,686
-245
| -1% | -$26.1K | 1.37% | 21 |
|
|
2018
Q2 | $2.25M | Sell |
22,931
-490
| -2% | -$48K | 1.36% | 21 |
|
|
2018
Q1 | $2.19M | Buy |
23,421
+394
| +2% | +$36.8K | 1.34% | 22 |
|
|
2017
Q4 | $2.29M | Buy |
23,027
+180
| +0.8% | +$17.9K | 1.37% | 22 |
|
|
2017
Q3 | $2.07M | Buy |
22,847
+468
| +2% | +$42.3K | 1.32% | 27 |
|
|
2017
Q2 | $1.89M | Buy |
22,379
+490
| +2% | +$41.3K | 1.24% | 30 |
|
|
2017
Q1 | $1.73K | Buy |
21,889
+510
| +2% | +$40 | 0.95% | 35 |
|
|
2016
Q4 | $1.58M | Sell |
21,379
-239
| -1% | -$17.7K | 1.06% | 40 |
|
|
2016
Q3 | $1.38M | Buy |
21,618
+85
| +0.4% | +$5.44K | 0.94% | 44 |
|
|
2016
Q2 | $1.31M | Buy |
21,533
+590
| +3% | +$35.8K | 0.93% | 42 |
|
|
2016
Q1 | $1.29M | Buy |
20,943
+543
| +3% | +$33.3K | 0.95% | 42 |
|
|
2015
Q4 | $1.42M | Buy |
+20,400
| New | +$1.42M | 1.28% | 30 |
|