Summit Financial Wealth Advisors’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
Sell
-574
Closed -$42K 129
2015
Q3
$42K Hold
574
0.03% 130
2015
Q2
$44K Hold
574
0.03% 152
2015
Q1
$46K Buy
574
+424
+283% +$34K 0.03% 124
2014
Q4
$14K Buy
+150
New +$14K 0.01% 189