TAMRO Capital Partners’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 |
-9,202
| Closed | -$682K | – | 60 |
|
2015
Q3 | $682K | Sell |
9,202
-9,977
| -52% | -$739K | 0.08% | 79 |
|
2015
Q2 | $1.49M | Sell |
19,179
-820
| -4% | -$63.8K | 0.13% | 89 |
|
2015
Q1 | $1.56M | Sell |
19,999
-1,225
| -6% | -$95.7K | 0.11% | 83 |
|
2014
Q4 | $1.98M | Sell |
21,224
-922
| -4% | -$85.8K | 0.13% | 75 |
|
2014
Q3 | $1.94M | Sell |
22,146
-2,211
| -9% | -$194K | 0.13% | 76 |
|
2014
Q2 | $2.31M | Sell |
24,357
-1,158
| -5% | -$110K | 0.12% | 70 |
|
2014
Q1 | $2.3M | Sell |
25,515
-2,081
| -8% | -$187K | 0.1% | 70 |
|
2013
Q4 | $2.5M | Sell |
27,596
-3,563
| -11% | -$323K | 0.1% | 72 |
|
2013
Q3 | $2.35M | Sell |
31,159
-5,420
| -15% | -$409K | 0.1% | 79 |
|
2013
Q2 | $2.74M | Buy |
+36,579
| New | +$2.74M | 0.12% | 62 |
|