RIM
Rampart Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,042
| Closed | -$104K | – | 37 |
|
|
2020
Q3 | $104K | Sell |
1,042
-3,998
| -79% | -$399K | 0.07% | 245 |
|
|
2020
Q2 | $480K | Sell |
5,040
-71
| -1% | -$6.76K | 0.08% | 263 |
|
|
2020
Q1 | $438K | Sell |
5,111
-22,113
| -81% | -$1.9M | 0.21% | 109 |
|
|
2019
Q4 | $3.39M | Sell |
27,224
-1,610
| -6% | -$200K | 0.41% | 68 |
|
|
2019
Q3 | $3.41M | Sell |
28,834
-2,462
| -8% | -$291K | 0.42% | 66 |
|
|
2019
Q2 | $3.86M | Sell |
31,296
-1,229
| -4% | -$152K | 0.46% | 63 |
|
|
2019
Q1 | $3.56M | Buy |
32,525
+25,788
| +383% | +$2.82M | 0.4% | 74 |
|
|
2018
Q4 | $642K | Sell |
6,737
-32,688
| -83% | -$3.11M | 0.18% | 127 |
|
|
2018
Q3 | $4.2K | Sell |
39,425
-1,541
| -4% | -$164 | ﹤0.01% | 470 |
|
|
2018
Q2 | $4.02M | Sell |
40,966
-3,857
| -9% | -$378K | 0.39% | 73 |
|
|
2018
Q1 | $4.18M | Buy |
+44,823
| New | +$4.18M | 0.4% | 74 |
|
|
2017
Q4 | – | Sell |
-9,267
| Closed | -$838K | – | 491 |
|
|
2017
Q3 | $838K | Buy |
9,267
+528
| +6% | +$47.7K | 0.28% | 82 |
|
|
2017
Q2 | $736K | Buy |
8,739
+6,612
| +311% | +$557K | 0.26% | 86 |
|
|
2017
Q1 | $168K | Buy |
+2,127
| New | +$168K | 0.06% | 89 |
|