MSI Financial Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.28M | Sell |
17,306
-2,725
| -14% | -$202K | 0.04% | 366 |
|
|
2016
Q3 | $1.28M | Buy |
20,031
+1,080
| +6% | +$69.1K | 0.04% | 349 |
|
|
2016
Q2 | $1.15M | Buy |
18,951
+2,114
| +13% | +$129K | 0.04% | 368 |
|
|
2016
Q1 | $1.03M | Buy |
16,837
+5
| +0% | +$307 | 0.04% | 370 |
|
|
2015
Q4 | $1.17M | Buy |
16,832
+8,406
| +100% | +$585K | 0.05% | 323 |
|
|
2015
Q3 | $625K | Sell |
8,426
-179
| -2% | -$13.3K | 0.05% | 349 |
|
|
2015
Q2 | $669K | Buy |
8,605
+943
| +12% | +$73.3K | 0.05% | 384 |
|
|
2015
Q1 | $599K | Buy |
7,662
+167
| +2% | +$13.1K | 0.04% | 431 |
|
|
2014
Q4 | $697K | Sell |
7,495
-799
| -10% | -$74.3K | 0.08% | 289 |
|
|
2014
Q3 | $726K | Buy |
8,294
+2,730
| +49% | +$239K | 0.09% | 271 |
|
|
2014
Q2 | $528K | Buy |
5,564
+908
| +20% | +$86.2K | 0.07% | 317 |
|
|
2014
Q1 | $419K | Buy |
4,656
+101
| +2% | +$9.09K | 0.06% | 341 |
|
|
2013
Q4 | $413K | Buy |
4,555
+582
| +15% | +$52.8K | 0.06% | 328 |
|
|
2013
Q3 | $300K | Sell |
3,973
-25
| -0.6% | -$1.89K | 0.05% | 342 |
|
|
2013
Q2 | $299K | Buy |
+3,998
| New | +$299K | 0.06% | 321 |
|