Princeton Alpha Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-12,833
| Closed | -$822K | – | 691 |
|
|
2016
Q3 | $822K | Buy |
+12,833
| New | +$822K | 0.15% | 219 |
|
|
2015
Q2 | – | Sell |
-44,397
| Closed | -$3.47M | – | 699 |
|
|
2015
Q1 | $3.47M | Buy |
44,397
+40,427
| +1,018% | +$3.16M | 0.74% | 10 |
|
|
2014
Q4 | $369K | Sell |
3,970
-9,874
| -71% | -$918K | 0.1% | 340 |
|
|
2014
Q3 | $1.21M | Buy |
+13,844
| New | +$1.21M | 0.28% | 83 |
|
|
2014
Q2 | – | Sell |
-14,984
| Closed | -$1.35M | – | 674 |
|
|
2014
Q1 | $1.35M | Buy |
+14,984
| New | +$1.35M | 0.42% | 40 |
|