New England Research & Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,385
| Closed | -$1.09M | – | 144 |
|
|
2022
Q4 | $1.09M | Sell |
7,385
-260
| -3% | -$38.4K | 0.63% | 58 |
|
|
2022
Q3 | $1.03M | Sell |
7,645
-255
| -3% | -$34.4K | 0.65% | 58 |
|
|
2022
Q2 | $1.1M | Buy |
+7,900
| New | +$1.1M | 0.64% | 57 |
|
|
2015
Q4 | – | Sell |
-6,850
| Closed | -$508K | – | 165 |
|
|
2015
Q3 | $508K | Sell |
6,850
-8,850
| -56% | -$656K | 0.48% | 74 |
|
|
2015
Q2 | $1.22M | Buy |
15,700
+4,125
| +36% | +$321K | 1% | 22 |
|
|
2015
Q1 | $904K | Buy |
11,575
+3,825
| +49% | +$299K | 0.78% | 44 |
|
|
2014
Q4 | $721K | Buy |
+7,750
| New | +$721K | 0.62% | 62 |
|