Ronald Blue & Co’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,410
| Closed | -$475K | – | 195 |
|
|
2015
Q3 | $475K | Sell |
6,410
-2,629
| -29% | -$195K | 0.02% | 158 |
|
|
2015
Q2 | $703K | Buy |
9,039
+962
| +12% | +$74.8K | 0.03% | 118 |
|
|
2015
Q1 | $631K | Sell |
8,077
-626
| -7% | -$48.9K | 0.03% | 136 |
|
|
2014
Q4 | $810K | Sell |
8,703
-85
| -1% | -$7.91K | 0.04% | 105 |
|
|
2014
Q3 | $769K | Buy |
8,788
+1,119
| +15% | +$97.9K | 0.05% | 103 |
|
|
2014
Q2 | $728K | Buy |
7,669
+358
| +5% | +$34K | 0.05% | 120 |
|
|
2014
Q1 | $658K | Sell |
7,311
-134
| -2% | -$12.1K | 0.05% | 118 |
|
|
2013
Q4 | $675K | Sell |
7,445
-126
| -2% | -$11.4K | 0.05% | 111 |
|
|
2013
Q3 | $572K | Buy |
7,571
+6,316
| +503% | +$477K | 0.05% | 109 |
|
|
2013
Q2 | $94K | Buy |
+1,255
| New | +$94K | 0.01% | 165 |
|