Signature Financial Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $212K | Hold |
2,232
| – | – | 0.05% | 120 |
|
|
2018
Q3 | $238K | Hold |
2,232
| – | – | 0.04% | 138 |
|
|
2018
Q2 | $219K | Hold |
2,232
| – | – | 0.05% | 149 |
|
|
2018
Q1 | $209K | Sell |
2,232
-50
| -2% | -$4.68K | 0.04% | 151 |
|
|
2017
Q4 | $227K | Buy |
+2,282
| New | +$227K | 0.06% | 106 |
|
|
2015
Q4 | – | Sell |
-3,538
| Closed | -$262K | – | 108 |
|
|
2015
Q3 | $262K | Buy |
+3,538
| New | +$262K | 0.16% | 80 |
|
|
2013
Q4 | – | Sell |
-2,943
| Closed | -$223K | – | 74 |
|
|
2013
Q3 | $223K | Buy |
+2,943
| New | +$223K | 0.2% | 65 |
|