SAM
Security Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,800
| Closed | -$154K | – | 74 |
|
|
2020
Q1 | $154K | Hold |
1,800
| – | – | 0.11% | 77 |
|
|
2019
Q4 | $224K | Hold |
1,800
| – | – | 0.13% | 75 |
|
|
2019
Q3 | $213K | Hold |
1,800
| – | – | 0.14% | 72 |
|
|
2019
Q2 | $222K | Buy |
+1,800
| New | +$222K | 0.14% | 74 |
|
|
2015
Q4 | – | Sell |
-2,700
| Closed | -$200K | – | 75 |
|
|
2015
Q3 | $200K | Hold |
2,700
| – | – | 0.21% | 75 |
|
|
2015
Q2 | $210K | Hold |
2,700
| – | – | 0.19% | 75 |
|
|
2015
Q1 | $211K | Hold |
2,700
| – | – | 0.2% | 75 |
|
|
2014
Q4 | $251K | Buy |
+2,700
| New | +$251K | 0.25% | 74 |
|