NAM
Nichols Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,015
| Closed | -$446K | – | 115 |
|
|
2015
Q3 | $446K | Hold |
6,015
| – | – | 0.1% | 90 |
|
|
2015
Q2 | $467K | Hold |
6,015
| – | – | 0.08% | 93 |
|
|
2015
Q1 | $470K | Hold |
6,015
| – | – | 0.08% | 97 |
|
|
2014
Q4 | $560K | Hold |
6,015
| – | – | 0.11% | 84 |
|
|
2014
Q3 | $527K | Hold |
6,015
| – | – | 0.11% | 87 |
|
|
2014
Q2 | $571K | Buy |
+6,015
| New | +$571K | 0.12% | 81 |
|