SNS Financial Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,160
| Closed | -$234K | – | 175 |
|
|
2016
Q4 | $234K | Hold |
3,160
| – | – | 0.07% | 132 |
|
|
2016
Q3 | $202K | Buy |
+3,160
| New | +$202K | 0.06% | 114 |
|
|
2016
Q1 | – | Sell |
-3,230
| Closed | -$225K | – | 110 |
|
|
2015
Q4 | $225K | Sell |
3,230
-81
| -2% | -$5.64K | 0.06% | 92 |
|
|
2015
Q3 | $245K | Hold |
3,311
| – | – | 0.07% | 88 |
|
|
2015
Q2 | $257K | Hold |
3,311
| – | – | 0.08% | 92 |
|
|
2015
Q1 | $259K | Hold |
3,311
| – | – | 0.09% | 87 |
|
|
2014
Q4 | $308K | Hold |
3,311
| – | – | 0.12% | 84 |
|
|
2014
Q3 | $290K | Hold |
3,311
| – | – | 0.09% | 90 |
|
|
2014
Q2 | $314K | Buy |
+3,311
| New | +$314K | 0.13% | 85 |
|
|
2014
Q1 | – | Sell |
-3,989
| Closed | -$362K | – | 74 |
|
|
2013
Q4 | $362K | Buy |
3,989
+829
| +26% | +$75.2K | 0.17% | 82 |
|
|
2013
Q3 | $239K | Buy |
+3,160
| New | +$239K | 0.15% | 83 |
|