Progressive Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-32,840
| Closed | -$2.43M | – | 49 |
|
|
2016
Q4 | $2.43M | Sell |
32,840
-646
| -2% | -$47.9K | 2.23% | 22 |
|
|
2016
Q3 | $2.14M | Sell |
33,486
-75
| -0.2% | -$4.8K | 1.99% | 29 |
|
|
2016
Q2 | $2.04M | Buy |
33,561
+525
| +2% | +$31.9K | 1.98% | 28 |
|
|
2016
Q1 | $2.03M | Hold |
33,036
| – | – | 2.06% | 26 |
|
|
2015
Q4 | $2.3M | Buy |
33,036
+318
| +1% | +$22.1K | 2.46% | 15 |
|
|
2015
Q3 | $2.43M | Buy |
32,718
+27,396
| +515% | +$2.03M | 2.8% | 11 |
|
|
2015
Q2 | $414K | Sell |
5,322
-887
| -14% | -$69K | 0.46% | 59 |
|
|
2015
Q1 | $485K | Sell |
6,209
-51,529
| -89% | -$4.03M | 1.67% | 34 |
|
|
2014
Q4 | $5.37M | Buy |
57,738
+77
| +0.1% | +$7.16K | 1.84% | 33 |
|
|
2014
Q3 | $5.05M | Buy |
+57,661
| New | +$5.05M | 1.75% | 37 |
|