Vantage Investment Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $668K | Hold |
6,273
| – | – | 0.14% | 75 |
|
|
2018
Q2 | $615K | Hold |
6,273
| – | – | 0.15% | 77 |
|
|
2018
Q1 | $585K | Sell |
6,273
-44
| -0.7% | -$4.1K | 0.15% | 75 |
|
|
2017
Q4 | $627K | Buy |
6,317
+44
| +0.7% | +$4.37K | 0.14% | 78 |
|
|
2017
Q3 | $567K | Hold |
6,273
| – | – | 0.15% | 79 |
|
|
2017
Q2 | $528K | Buy |
6,273
+795
| +15% | +$66.9K | 0.15% | 82 |
|
|
2017
Q1 | $433K | Hold |
5,478
| – | – | 0.14% | 88 |
|
|
2016
Q4 | $406K | Hold |
5,478
| – | – | 0.16% | 87 |
|
|
2016
Q3 | $351K | Sell |
5,478
-33
| -0.6% | -$2.11K | 0.16% | 84 |
|
|
2016
Q2 | $334K | Sell |
5,511
-117
| -2% | -$7.09K | 0.14% | 94 |
|
|
2016
Q1 | $340K | Buy |
5,628
+155
| +3% | +$9.36K | 0.15% | 90 |
|
|
2015
Q4 | $381K | Hold |
5,473
| – | – | 0.19% | 78 |
|
|
2015
Q3 | $406K | Buy |
5,473
+3,043
| +125% | +$226K | 0.23% | 73 |
|
|
2015
Q2 | $189K | Sell |
2,430
-2,530
| -51% | -$197K | 0.1% | 119 |
|
|
2015
Q1 | $387K | Buy |
4,960
+2,530
| +104% | +$197K | 0.11% | 108 |
|
|
2014
Q4 | $226K | Sell |
2,430
-474
| -16% | -$44.1K | 0.13% | 102 |
|
|
2014
Q3 | $254K | Sell |
2,904
-100
| -3% | -$8.75K | 0.15% | 93 |
|
|
2014
Q2 | $285K | Buy |
3,004
+2,630
| +703% | +$250K | 0.17% | 85 |
|
|
2014
Q1 | $34K | Hold |
374
| – | – | 0.02% | 259 |
|
|
2013
Q4 | $34K | Buy |
+374
| New | +$34K | 0.02% | 245 |
|