Stifel Trust’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $8.06M | Sell |
92,067
-5,619
| -6% | -$492K | 1.54% | 6 |
|
|
2014
Q2 | $9.27M | Sell |
97,686
-9,055
| -8% | -$859K | 1.73% | 4 |
|
|
2014
Q1 | $9.61M | Sell |
106,741
-4,430
| -4% | -$399K | 1.81% | 4 |
|
|
2013
Q4 | $10.1M | Sell |
111,171
-4,645
| -4% | -$421K | 1.89% | 3 |
|
|
2013
Q3 | $8.75M | Buy |
115,816
+15,014
| +15% | +$1.13M | 1.74% | 4 |
|
|
2013
Q2 | $7.54M | Buy |
+100,802
| New | +$7.54M | 1.56% | 7 |
|