Tirschwell & Loewy’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $306K | Hold |
2,800
| – | – | 0.04% | 63 |
|
|
2018
Q4 | $267K | Hold |
2,800
| – | – | 0.04% | 66 |
|
|
2018
Q3 | $298K | Hold |
2,800
| – | – | 0.04% | 65 |
|
|
2018
Q2 | $274K | Hold |
2,800
| – | – | 0.04% | 71 |
|
|
2018
Q1 | $261K | Hold |
2,800
| – | – | 0.04% | 74 |
|
|
2017
Q4 | $278K | Sell |
2,800
-500
| -15% | -$47.6K | 0.04% | 72 |
|
|
2017
Q3 | $299K | Hold |
3,300
| – | – | 0.05% | 72 |
|
|
2017
Q2 | $278K | Hold |
3,300
| – | – | 0.04% | 72 |
|
|
2017
Q1 | $261K | Hold |
3,300
| – | – | 0.04% | 73 |
|
|
2016
Q4 | $244K | Sell |
3,300
-1,550
| -32% | -$107K | 0.04% | 75 |
|
|
2016
Q3 | $311K | Sell |
4,850
-100
| -2% | -$6.42K | 0.05% | 74 |
|
|
2016
Q2 | $301K | Hold |
4,950
| – | – | 0.05% | 77 |
|
|
2016
Q1 | $304K | Hold |
4,950
| – | – | 0.05% | 78 |
|
|
2015
Q4 | $344K | Hold |
4,950
| – | – | 0.06% | 77 |
|
|
2015
Q3 | $367K | Buy |
4,950
+500
| +11% | +$38.5K | 0.07% | 73 |
|
|
2015
Q2 | $346K | Hold |
4,450
| – | – | 0.06% | 73 |
|
|
2015
Q1 | $348K | Sell |
4,450
-100
| -2% | -$8.31K | 0.06% | 74 |
|
|
2014
Q4 | $423K | Hold |
4,550
| – | – | 0.07% | 72 |
|
|
2014
Q3 | $398K | Sell |
4,550
-500
| -10% | -$45K | 0.07% | 72 |
|
|
2014
Q2 | $479K | Sell |
5,050
-500
| -9% | -$45.1K | 0.08% | 69 |
|
|
2014
Q1 | $500K | Hold |
5,550
| – | – | 0.09% | 70 |
|
|
2013
Q4 | $504K | Hold |
5,550
| – | – | 0.09% | 69 |
|
|
2013
Q3 | $419K | Hold |
5,550
| – | – | 0.08% | 73 |
|
|
2013
Q2 | $415K | Buy |
+5,550
| New | +$395K | 0.09% | 73 |
|
Other funds holding AXP
