Veritas Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-5,690
| Closed | -$570K | – | 10 |
|
2020
Q3 | $570K | Buy |
5,690
+2,690
| +90% | +$269K | 0.03% | 32 |
|
2020
Q2 | $286K | Buy |
3,000
+1,500
| +100% | +$143K | 0.02% | 38 |
|
2020
Q1 | $128K | Hold |
1,500
| – | – | 0.01% | 55 |
|
2019
Q4 | $187K | Hold |
1,500
| – | – | 0.01% | 45 |
|
2019
Q3 | $177K | Hold |
1,500
| – | – | 0.02% | 51 |
|
2019
Q2 | $185K | Hold |
1,500
| – | – | 0.02% | 41 |
|
2019
Q1 | $164K | Hold |
1,500
| – | – | 0.02% | 42 |
|
2018
Q4 | $143K | Hold |
1,500
| – | – | 0.02% | 46 |
|
2018
Q3 | $160K | Hold |
1,500
| – | – | 0.02% | 49 |
|
2018
Q2 | $147K | Hold |
1,500
| – | – | 0.02% | 40 |
|
2018
Q1 | $140K | Hold |
1,500
| – | – | 0.02% | 42 |
|
2017
Q4 | $149K | Hold |
1,500
| – | – | 0.02% | 45 |
|
2017
Q3 | $136K | Hold |
1,500
| – | – | 0.02% | 46 |
|
2017
Q2 | $126K | Hold |
1,500
| – | – | 0.02% | 45 |
|
2017
Q1 | $119K | Hold |
1,500
| – | – | 0.02% | 50 |
|
2016
Q4 | $111K | Hold |
1,500
| – | – | 0.02% | 54 |
|
2016
Q3 | $96K | Hold |
1,500
| – | – | 0.02% | 59 |
|
2016
Q2 | $91K | Hold |
1,500
| – | – | 0.02% | 61 |
|
2016
Q1 | $92K | Sell |
1,500
-2,612
| -64% | -$160K | 0.02% | 62 |
|
2015
Q4 | $286K | Buy |
4,112
+2,612
| +174% | +$182K | 0.05% | 51 |
|
2015
Q3 | $111K | Sell |
1,500
-2,612
| -64% | -$193K | 0.03% | 61 |
|
2015
Q2 | $117K | Buy |
4,112
+2,612
| +174% | +$74.3K | 0.03% | 57 |
|
2015
Q1 | $117K | Buy |
+1,500
| New | +$117K | 0.04% | 55 |
|
2014
Q4 | – | Sell |
-1,500
| Closed | -$131K | – | 33 |
|
2014
Q3 | $131K | Hold |
1,500
| – | – | 0.04% | 53 |
|
2014
Q2 | $142K | Hold |
1,500
| – | – | 0.05% | 62 |
|
2014
Q1 | $135K | Hold |
1,500
| – | – | 0.05% | 61 |
|
2013
Q4 | $136K | Hold |
1,500
| – | – | 0.06% | 56 |
|
2013
Q3 | $113K | Hold |
1,500
| – | – | 0.07% | 51 |
|
2013
Q2 | $112K | Buy |
+1,500
| New | +$112K | 0.07% | 42 |
|