Stellar Capital Management’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	$352K	Hold	3,698	–	–	0.24%	62
2020 Q1	$317K	Sell	3,698 -500	-12%	-$42.9K	0.26%	62
2019 Q4	$523K	Sell	4,198 -52	-1%	-$6.48K	0.31%	57
2019 Q3	$503K	Hold	4,250	–	–	0.32%	58
2019 Q2	$464K	Hold	4,250	–	–	0.3%	61
2019 Q1	$464K	Hold	4,250	–	–	0.3%	61
2018 Q4	$406K	Hold	4,250	–	–	0.32%	65
2018 Q3	$453K	Sell	4,250 -27	-0.6%	-$2.88K	0.29%	65
2018 Q2	$419K	Buy	4,277 +29	+0.7%	+$2.84K	0.27%	64
2018 Q1	$397K	Sell	4,248 -1,219	-22%	-$114K	0.26%	65
2017 Q4	$543K	Sell	5,467 -325	-6%	-$32.3K	0.36%	55
2017 Q3	$524K	Buy	5,792 +1	+0%	+$90	0.37%	55
2017 Q2	$488K	Buy	5,791 +1	+0%	+$84	0.35%	58
2017 Q1	$458K	Buy	5,790 +1	+0%	+$79	0.35%	57
2016 Q4	$429K	Buy	+5,789	New	+$429K	0.35%	59
2016 Q2	$352K	Sell	5,787 -93	-2%	-$5.66K	0.38%	55
2016 Q1	$361K	Sell	5,880 -1,175	-17%	-$72.1K	0.4%	55
2015 Q4	$491K	Hold	7,055	–	–	0.59%	45
2015 Q3	$523K	Sell	7,055 -75	-1%	-$5.56K	0.68%	45
2015 Q2	$554K	Hold	7,130	–	–	0.61%	47
2015 Q1	$557K	Hold	7,130	–	–	0.54%	50
2014 Q4	$663K	Hold	7,130	–	–	0.71%	46
2014 Q3	$624K	Hold	7,130	–	–	0.69%	46
2014 Q2	$676K	Hold	7,130	–	–	0.75%	43
2014 Q1	$642K	Hold	7,130	–	–	0.72%	45
2013 Q4	$647K	Buy	+7,130	New	+$647K	0.69%	47