SEI Trust Company’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $25.4M | Buy |
289,799
+37,214
| +15% | +$3.26M | 0.25% | 97 |
|
|
2014
Q2 | $24M | Sell |
252,585
-9,642
| -4% | -$915K | 0.23% | 108 |
|
|
2014
Q1 | $23.6M | Sell |
262,227
-30,144
| -10% | -$2.71M | 0.24% | 103 |
|
|
2013
Q4 | $26.5M | Sell |
292,371
-26,192
| -8% | -$2.38M | 0.25% | 96 |
|
|
2013
Q3 | $24.1M | Buy |
318,563
+42,863
| +16% | +$3.24M | 0.26% | 91 |
|
|
2013
Q2 | $20.6M | Buy |
+275,700
| New | +$20.6M | 0.25% | 105 |
|