OFI Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $3.25M | Sell |
43,870
-2,183
| -5% | -$162K | 0.21% | 93 |
|
|
2015
Q2 | $3.58M | Buy |
46,053
+1,063
| +2% | +$82.6K | 0.21% | 96 |
|
|
2015
Q1 | $3.52M | Buy |
44,990
+4,222
| +10% | +$330K | 0.21% | 98 |
|
|
2014
Q4 | $3.79M | Buy |
40,768
+185
| +0.5% | +$17.2K | 0.24% | 76 |
|
|
2014
Q3 | $3.55M | Buy |
40,583
+3,837
| +10% | +$336K | 0.25% | 70 |
|
|
2014
Q2 | $3.49M | Buy |
36,746
+910
| +3% | +$86.3K | 0.25% | 72 |
|
|
2014
Q1 | $3.23M | Sell |
35,836
-173
| -0.5% | -$15.6K | 0.25% | 72 |
|
|
2013
Q4 | $3.27M | Sell |
36,009
-551
| -2% | -$50K | 0.27% | 66 |
|
|
2013
Q3 | $2.76M | Sell |
36,560
-915
| -2% | -$69.1K | 0.27% | 67 |
|
|
2013
Q2 | $2.8M | Buy |
+37,475
| New | +$2.8M | 0.29% | 61 |
|