Meridian 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 |
-28,736
| Closed | -$1.76M | – | 63 |
|
|
2016
Q1 | $1.76M | Hold |
28,736
| – | – | 1.08% | 38 |
|
|
2015
Q4 | $2M | Sell |
28,736
-305
| -1% | -$21.2K | 1.28% | 30 |
|
|
2015
Q3 | $2.15M | Buy |
29,041
+439
| +2% | +$32.5K | 1.41% | 26 |
|
|
2015
Q2 | $2.22M | Buy |
28,602
+250
| +0.9% | +$19.4K | 1.35% | 29 |
|
|
2015
Q1 | $2.22M | Buy |
28,352
+130
| +0.5% | +$10.2K | 1.59% | 26 |
|
|
2014
Q4 | $2.63M | Buy |
28,222
+675
| +2% | +$62.8K | 1.91% | 20 |
|
|
2014
Q3 | $2.41M | Sell |
27,547
-100
| -0.4% | -$8.75K | 1.84% | 20 |
|
|
2014
Q2 | $2.62M | Hold |
27,647
| – | – | 1.96% | 18 |
|
|
2014
Q1 | $2.49M | Buy |
27,647
+460
| +2% | +$41.4K | 1.97% | 17 |
|
|
2013
Q4 | $2.47M | Sell |
27,187
-753
| -3% | -$68.3K | 1.96% | 16 |
|
|
2013
Q3 | $2.11M | Sell |
27,940
-400
| -1% | -$30.2K | 1.81% | 21 |
|
|
2013
Q2 | $2.09M | Buy |
+28,340
| New | +$2.09M | 1.84% | 19 |
|