Select Equity Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-156,095
| Closed | -$25.8M | – | 151 |
|
|
2021
Q2 | $25.8M | Sell |
156,095
-141,215
| -47% | -$23.3M | 0.09% | 90 |
|
|
2021
Q1 | $42.1M | Buy |
297,310
+287,639
| +2,974% | +$40.7M | 0.15% | 83 |
|
|
2020
Q4 | $1.17M | Buy |
+9,671
| New | +$1.17M | ﹤0.01% | 101 |
|
|
2016
Q2 | – | Sell |
-290,123
| Closed | -$17.8M | – | 87 |
|
|
2016
Q1 | $17.8M | Sell |
290,123
-13,985
| -5% | -$859K | 0.15% | 81 |
|
|
2015
Q4 | $21.2M | Sell |
304,108
-7,977
| -3% | -$555K | 0.2% | 85 |
|
|
2015
Q3 | $23.1M | Buy |
312,085
+16,283
| +6% | +$1.21M | 0.22% | 76 |
|
|
2015
Q2 | $23M | Buy |
+295,802
| New | +$23M | 0.21% | 72 |
|