Palo Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $561K | Buy |
5,889
+48
| +0.8% | +$4.57K | 0.24% | 100 |
|
|
2018
Q3 | $622K | Sell |
5,841
-105
| -2% | -$11.2K | 0.22% | 104 |
|
|
2018
Q2 | $583K | Buy |
5,946
+25
| +0.4% | +$2.45K | 0.21% | 119 |
|
|
2018
Q1 | $552K | Hold |
5,921
| – | – | 0.2% | 126 |
|
|
2017
Q4 | $588K | Hold |
5,921
| – | – | 0.26% | 95 |
|
|
2017
Q3 | $536K | Sell |
5,921
-125
| -2% | -$11.3K | 0.28% | 97 |
|
|
2017
Q2 | $509K | Hold |
6,046
| – | – | 0.29% | 101 |
|
|
2017
Q1 | $478K | Buy |
+6,046
| New | +$478K | 0.28% | 103 |
|