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