Stoneridge Investment Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-32,281
| Closed | -$3.16M | – | 124 |
|
|
2018
Q2 | $3.16M | Sell |
32,281
-4,196
| -12% | -$411K | 0.61% | 63 |
|
|
2018
Q1 | $3.4M | Buy |
36,477
+1,822
| +5% | +$170K | 0.57% | 65 |
|
|
2017
Q4 | $3.44M | Sell |
34,655
-3,325
| -9% | -$330K | 0.55% | 71 |
|
|
2017
Q3 | $3.44M | Sell |
37,980
-2,284
| -6% | -$207K | 0.54% | 69 |
|
|
2017
Q2 | $3.39M | Sell |
40,264
-59
| -0.1% | -$4.97K | 0.51% | 81 |
|
|
2017
Q1 | $3.19M | Buy |
+40,323
| New | +$3.19M | 0.43% | 85 |
|