Stanford Investment 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 |
-932
| Closed | -$69K | – | 19 |
|
|
2016
Q4 | $69K | Sell |
932
-59
| -6% | -$4.37K | 0.03% | 114 |
|
|
2016
Q3 | $63K | Buy |
991
+626
| +172% | +$39.8K | 0.03% | 123 |
|
|
2016
Q2 | $22K | Hold |
365
| – | – | 0.01% | 239 |
|
|
2016
Q1 | $22K | Hold |
365
| – | – | 0.01% | 229 |
|
|
2015
Q4 | $25K | Hold |
365
| – | – | 0.01% | 198 |
|
|
2015
Q3 | $27K | Hold |
365
| – | – | 0.02% | 191 |
|
|
2015
Q2 | $28K | Hold |
365
| – | – | 0.02% | 197 |
|
|
2015
Q1 | $29K | Hold |
365
| – | – | 0.02% | 190 |
|
|
2014
Q4 | $34K | Buy |
+365
| New | +$34K | 0.03% | 168 |
|