TFF
Timothy F. Fidgeon’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $575K | Sell |
7,754
-370
| -5% | -$27.4K | 0.28% | 68 |
|
|
2015
Q2 | $631K | Sell |
8,124
-702
| -8% | -$54.5K | 0.28% | 70 |
|
|
2015
Q1 | $689K | Sell |
8,826
-600
| -6% | -$46.8K | 0.3% | 67 |
|
|
2014
Q4 | $877K | Hold |
9,426
| – | – | 0.4% | 54 |
|
|
2014
Q3 | $825K | Sell |
9,426
-300
| -3% | -$26.3K | 0.39% | 54 |
|
|
2014
Q2 | $923K | Sell |
9,726
-2,500
| -20% | -$237K | 0.42% | 53 |
|
|
2014
Q1 | $1.1M | Sell |
12,226
-200
| -2% | -$18K | 0.52% | 47 |
|
|
2013
Q4 | $1.13M | Hold |
12,426
| – | – | 0.54% | 46 |
|
|
2013
Q3 | $938K | Hold |
12,426
| – | – | 0.48% | 52 |
|
|
2013
Q2 | $929K | Buy |
+12,426
| New | +$929K | 0.5% | 48 |
|