Pictet North America 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
Q3 | – | Sell |
-4,500
| Closed | -$273K | – | 98 |
|
|
2016
Q2 | $273K | Buy |
+4,500
| New | +$273K | 0.06% | 92 |
|
|
2015
Q1 | – | Sell |
-10,010
| Closed | -$931K | – | 79 |
|
|
2014
Q4 | $931K | Buy |
+10,010
| New | +$931K | 0.19% | 42 |
|
|
2014
Q2 | – | Sell |
-7,260
| Closed | -$654K | – | 52 |
|
|
2014
Q1 | $654K | Buy |
7,260
+300
| +4% | +$27K | 0.18% | 36 |
|
|
2013
Q4 | $631K | Buy |
+6,960
| New | +$631K | 0.14% | 30 |
|