Piedmont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-45,307
| Closed | -$3.88M | – | 66 |
|
|
2020
Q1 | $3.88M | Sell |
45,307
-58,569
| -56% | -$5.01M | 0.15% | 137 |
|
|
2019
Q4 | $12.9M | Buy |
103,876
+1,803
| +2% | +$224K | 0.45% | 50 |
|
|
2019
Q3 | $12.1M | Buy |
102,073
+4,556
| +5% | +$539K | 0.47% | 44 |
|
|
2019
Q2 | $12M | Buy |
97,517
+37,218
| +62% | +$4.59M | 0.48% | 40 |
|
|
2019
Q1 | $6.59M | Buy |
60,299
+305
| +0.5% | +$33.3K | 0.27% | 93 |
|
|
2018
Q4 | $5.72M | Buy |
59,994
+3,394
| +6% | +$324K | 0.27% | 97 |
|
|
2018
Q3 | $6.03M | Buy |
56,600
+11,516
| +26% | +$1.23M | 0.25% | 96 |
|
|
2018
Q2 | $4.42M | Sell |
45,084
-76,071
| -63% | -$7.45M | 0.21% | 111 |
|
|
2018
Q1 | $11.3M | Sell |
121,155
-71,085
| -37% | -$6.63M | 0.3% | 86 |
|
|
2017
Q4 | $19.1M | Sell |
192,240
-3,389
| -2% | -$337K | 0.38% | 64 |
|
|
2017
Q3 | $17.7M | Buy |
195,629
+344
| +0.2% | +$31.1K | 0.38% | 65 |
|
|
2017
Q2 | $16.5M | Sell |
195,285
-678
| -0.3% | -$57.1K | 0.37% | 68 |
|
|
2017
Q1 | $15.5M | Sell |
195,963
-6,942
| -3% | -$549K | 0.32% | 88 |
|
|
2016
Q4 | $15M | Buy |
202,905
+11,656
| +6% | +$863K | 0.31% | 87 |
|
|
2016
Q3 | $12.2M | Sell |
191,249
-17,025
| -8% | -$1.09M | 0.27% | 101 |
|
|
2016
Q2 | $12.7M | Sell |
208,274
-197
| -0.1% | -$12K | 0.26% | 103 |
|
|
2016
Q1 | $12.8M | Sell |
208,471
-7,352
| -3% | -$451K | 0.27% | 97 |
|
|
2015
Q4 | $15M | Buy |
215,823
+1,687
| +0.8% | +$117K | 0.32% | 84 |
|
|
2015
Q3 | $15.9M | Buy |
214,136
+1,514
| +0.7% | +$112K | 0.36% | 78 |
|
|
2015
Q2 | $16.5M | Buy |
212,622
+199,124
| +1,475% | +$15.5M | 0.35% | 84 |
|
|
2015
Q1 | $1.05M | Hold |
13,498
| – | – | 0.06% | 133 |
|
|
2014
Q4 | $1.26M | Hold |
13,498
| – | – | 0.08% | 121 |
|
|
2014
Q3 | $1.18M | Hold |
13,498
| – | – | 0.06% | 128 |
|
|
2014
Q2 | $1.28M | Hold |
13,498
| – | – | 0.07% | 125 |
|
|
2014
Q1 | $1.22M | Sell |
13,498
-358
| -3% | -$32.2K | 0.07% | 126 |
|
|
2013
Q4 | $1.26M | Sell |
13,856
-1,814
| -12% | -$165K | 0.07% | 127 |
|
|
2013
Q3 | $1.18M | Hold |
15,670
| – | – | 0.06% | 128 |
|
|
2013
Q2 | $1.17M | Buy |
+15,670
| New | +$1.17M | 0.05% | 170 |
|