SFM
Systematic Financial Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-374
| Closed | -$44K | – | 511 |
|
|
2019
Q3 | $44K | Sell |
374
-19,608
| -98% | -$2.31M | ﹤0.01% | 497 |
|
|
2019
Q2 | $2.47M | Sell |
19,982
-3,807
| -16% | -$470K | 0.1% | 176 |
|
|
2019
Q1 | $2.6M | Sell |
23,789
-4,372
| -16% | -$478K | 0.09% | 223 |
|
|
2018
Q4 | $2.68M | Sell |
28,161
-4,665
| -14% | -$445K | 0.08% | 239 |
|
|
2018
Q3 | $3.5M | Buy |
32,826
+5,096
| +18% | +$543K | 0.08% | 254 |
|
|
2018
Q2 | $2.72M | Sell |
27,730
-25
| -0.1% | -$2.45K | 0.07% | 254 |
|
|
2018
Q1 | $2.59M | Sell |
27,755
-35
| -0.1% | -$3.27K | 0.06% | 256 |
|
|
2017
Q4 | $2.76M | Sell |
27,790
-8,332
| -23% | -$828K | 0.06% | 252 |
|
|
2017
Q3 | $3.27M | Sell |
36,122
-2,208
| -6% | -$200K | 0.07% | 232 |
|
|
2017
Q2 | $3.23M | Sell |
38,330
-2,330
| -6% | -$196K | 0.06% | 294 |
|
|
2017
Q1 | $3.22M | Sell |
40,660
-8,520
| -17% | -$674K | 0.06% | 292 |
|
|
2016
Q4 | $3.64M | Sell |
49,180
-37,776
| -43% | -$2.8M | 0.06% | 313 |
|
|
2016
Q3 | $5.57M | Sell |
86,956
-2,820
| -3% | -$181K | 0.08% | 247 |
|
|
2016
Q2 | $5.45M | Buy |
+89,776
| New | +$5.45M | 0.07% | 238 |
|