Stonehage Fleming (UK)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $430K | Buy |
6,180
+1,000
| +19% | +$69.6K | 0.2% | 120 |
|
|
2015
Q3 | $384K | Buy |
5,180
+345
| +7% | +$25.6K | 0.18% | 115 |
|
|
2015
Q2 | $376K | Hold |
4,835
| – | – | 0.17% | 113 |
|
|
2015
Q1 | $378K | Buy |
4,835
+718
| +17% | +$56.1K | 0.18% | 111 |
|
|
2014
Q4 | $383K | Hold |
4,117
| – | – | 0.19% | 106 |
|
|
2014
Q3 | $360K | Hold |
4,117
| – | – | 0.16% | 131 |
|
|
2014
Q2 | $391K | Buy |
4,117
+632
| +18% | +$60K | 0.16% | 115 |
|
|
2014
Q1 | $314K | Hold |
3,485
| – | – | 0.13% | 125 |
|
|
2013
Q4 | $316K | Buy |
+3,485
| New | +$316K | 0.13% | 121 |
|