Placemark Investments’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 | $19.8M | Buy |
213,158
+29,431
| +16% | +$2.74M | 0.35% | 56 |
|
|
2014
Q3 | $16.1M | Sell |
183,727
-3,723
| -2% | -$326K | 0.3% | 68 |
|
|
2014
Q2 | $17.8M | Buy |
187,450
+7,407
| +4% | +$703K | 0.32% | 63 |
|
|
2014
Q1 | $16.2M | Sell |
180,043
-47,410
| -21% | -$4.27M | 0.31% | 56 |
|
|
2013
Q4 | $20.6M | Sell |
227,453
-17,827
| -7% | -$1.62M | 0.34% | 56 |
|
|
2013
Q3 | $18.5M | Buy |
245,280
+4,326
| +2% | +$327K | 0.35% | 54 |
|
|
2013
Q2 | $18M | Buy |
+240,954
| New | +$18M | 0.39% | 51 |
|