PacWest Financial 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
Q4 | $10.3M | Sell |
13,839
-2,284
| -14% | -$1.69M | 0.61% | 63 |
|
|
2016
Q3 | $1.03M | Buy |
16,123
+980
| +6% | +$62.8K | 0.63% | 66 |
|
|
2016
Q2 | $920K | Sell |
15,143
-105
| -0.7% | -$6.38K | 0.57% | 65 |
|
|
2016
Q1 | $936K | Sell |
15,248
-275
| -2% | -$16.9K | 0.6% | 64 |
|
|
2015
Q4 | $1.08M | Sell |
15,523
-2,230
| -13% | -$155K | 0.72% | 60 |
|
|
2015
Q3 | $1.32M | Buy |
17,753
+260
| +1% | +$19.3K | 0.97% | 53 |
|
|
2015
Q2 | $1.36M | Buy |
17,493
+240
| +1% | +$18.7K | 0.96% | 53 |
|
|
2015
Q1 | $1.35M | Buy |
17,253
+655
| +4% | +$51.2K | 0.95% | 53 |
|
|
2014
Q4 | $1.54M | Buy |
16,598
+430
| +3% | +$40K | 1.09% | 46 |
|
|
2014
Q3 | $1.42M | Buy |
16,168
+130
| +0.8% | +$11.4K | 1.05% | 47 |
|
|
2014
Q2 | $1.52M | Buy |
16,038
+360
| +2% | +$34.2K | 1.13% | 38 |
|
|
2014
Q1 | $1.41M | Buy |
15,678
+9,050
| +137% | +$814K | 1.09% | 38 |
|
|
2013
Q4 | $601 | Sell |
6,628
-375
| -5% | -$34 | 0.18% | 70 |
|
|
2013
Q3 | $529K | Sell |
7,003
-50
| -0.7% | -$3.78K | 0.46% | 67 |
|
|
2013
Q2 | $527K | Buy |
+7,053
| New | +$527K | 0.5% | 63 |
|