Neumann Capital 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 |
-3,800
| Closed | -$233K | – | 74 |
|
|
2016
Q1 | $233K | Hold |
3,800
| – | – | 0.15% | 72 |
|
|
2015
Q4 | $264K | Buy |
3,800
+400
| +12% | +$27.8K | 0.18% | 69 |
|
|
2015
Q3 | $252K | Hold |
3,400
| – | – | 0.18% | 73 |
|
|
2015
Q2 | $264K | Hold |
3,400
| – | – | 0.17% | 71 |
|
|
2015
Q1 | $266K | Hold |
3,400
| – | – | 0.17% | 73 |
|
|
2014
Q4 | $316K | Buy |
+3,400
| New | +$316K | 0.21% | 69 |
|