ParenteBeard Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $7K | Sell |
651
-8,299
| -93% | -$89.2K | 0.08% | 70 |
|
|
2014
Q3 | $783K | Buy |
8,950
+1,700
| +23% | +$149K | 0.33% | 43 |
|
|
2014
Q2 | $688K | Hold |
7,250
| – | – | 0.3% | 40 |
|
|
2014
Q1 | $653K | Sell |
7,250
-200
| -3% | -$18K | 0.32% | 43 |
|
|
2013
Q4 | $676K | Sell |
7,450
-50
| -0.7% | -$4.54K | 0.27% | 63 |
|
|
2013
Q3 | $566K | Hold |
7,500
| – | – | 0.28% | 51 |
|
|
2013
Q2 | $561K | Buy |
+7,500
| New | +$561K | 0.25% | 54 |
|