SWM
Segment Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,389
| Closed | -$236K | – | 156 |
|
|
2015
Q4 | $236K | Sell |
3,389
-30,547
| -90% | -$2.13M | 0.09% | 132 |
|
|
2015
Q3 | $2.52M | Buy |
33,936
+1,968
| +6% | +$146K | 0.96% | 41 |
|
|
2015
Q2 | $2.49M | Buy |
31,968
+28
| +0.1% | +$2.18K | 0.86% | 45 |
|
|
2015
Q1 | $2.5M | Buy |
31,940
+5,319
| +20% | +$415K | 0.83% | 45 |
|
|
2014
Q4 | $2.48M | Buy |
26,621
+1,098
| +4% | +$102K | 0.95% | 35 |
|
|
2014
Q3 | $2.23M | Buy |
25,523
+1,384
| +6% | +$121K | 0.85% | 36 |
|
|
2014
Q2 | $2.29M | Buy |
24,139
+1,088
| +5% | +$103K | 0.89% | 29 |
|
|
2014
Q1 | $2.08M | Buy |
23,051
+3,440
| +18% | +$310K | 0.96% | 34 |
|
|
2013
Q4 | $1.78M | Buy |
19,611
+1,080
| +6% | +$98K | 0.88% | 34 |
|
|
2013
Q3 | $1.4M | Buy |
18,531
+1,033
| +6% | +$78K | 0.76% | 42 |
|
|
2013
Q2 | $1.31M | Buy |
+17,498
| New | +$1.31M | 0.78% | 40 |
|