Rockefeller Financial Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $3.97M | Buy |
40,000
+39,272
| +5,395% | +$3.9M | 0.06% | 146 |
|
|
2017
Q3 | $66K | Buy |
+728
| New | +$66K | ﹤0.01% | 405 |
|
|
2017
Q1 | – | Sell |
-48
| Closed | -$4K | – | 470 |
|
|
2016
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 491 |
|
|
2016
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 447 |
|
|
2016
Q2 | $3K | Sell |
48
-372
| -89% | -$23.3K | ﹤0.01% | 457 |
|
|
2016
Q1 | $26K | Buy |
420
+372
| +775% | +$23K | ﹤0.01% | 465 |
|
|
2015
Q4 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 514 |
|
|
2015
Q1 | – | Sell |
-1,500
| Closed | -$140K | – | 518 |
|
|
2014
Q4 | $140K | Hold |
1,500
| – | – | ﹤0.01% | 325 |
|
|
2014
Q3 | $131K | Sell |
1,500
-217
| -13% | -$19K | ﹤0.01% | 349 |
|
|
2014
Q2 | $163K | Buy |
1,717
+112
| +7% | +$10.6K | ﹤0.01% | 356 |
|
|
2014
Q1 | $144K | Buy |
+1,605
| New | +$144K | ﹤0.01% | 370 |
|