Peachtree Investment Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-21,409
| Closed | -$1.32M | – | 87 |
|
|
2016
Q1 | $1.32M | Sell |
21,409
-50
| -0.2% | -$3.07K | 1.32% | 28 |
|
|
2015
Q4 | $1.49M | Buy |
21,459
+1,525
| +8% | +$106K | 1.56% | 20 |
|
|
2015
Q3 | $1.48M | Buy |
19,934
+1,350
| +7% | +$100K | 1.53% | 18 |
|
|
2015
Q2 | $1.44M | Buy |
18,584
+3,205
| +21% | +$249K | 1.08% | 23 |
|
|
2015
Q1 | $1.2M | Buy |
15,379
+4,590
| +43% | +$358K | 0.86% | 32 |
|
|
2014
Q4 | $1M | Buy |
10,789
+1,725
| +19% | +$161K | 0.67% | 36 |
|
|
2014
Q3 | $793K | Buy |
9,064
+200
| +2% | +$17.5K | 0.53% | 53 |
|
|
2014
Q2 | $841K | Buy |
8,864
+325
| +4% | +$30.8K | 0.56% | 52 |
|
|
2014
Q1 | $769K | Buy |
8,539
+375
| +5% | +$33.8K | 0.52% | 55 |
|
|
2013
Q4 | $741K | Buy |
+8,164
| New | +$741K | 0.51% | 58 |
|