VSR Financial Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $478K | Sell |
7,866
-4,470
| -36% | -$272K | 0.08% | 270 |
|
|
2016
Q1 | $757K | Buy |
12,336
+2,793
| +29% | +$171K | 0.08% | 260 |
|
|
2015
Q4 | $664K | Sell |
9,543
-24
| -0.3% | -$1.67K | 0.07% | 269 |
|
|
2015
Q3 | $709K | Buy |
9,567
+92
| +1% | +$6.82K | 0.08% | 246 |
|
|
2015
Q2 | $736K | Sell |
9,475
-123
| -1% | -$9.55K | 0.08% | 276 |
|
|
2015
Q1 | $750K | Buy |
9,598
+528
| +6% | +$41.3K | 0.08% | 273 |
|
|
2014
Q4 | $844K | Sell |
9,070
-339
| -4% | -$31.5K | 0.1% | 232 |
|
|
2014
Q3 | $824K | Buy |
9,409
+1,343
| +17% | +$118K | 0.1% | 232 |
|
|
2014
Q2 | $765K | Buy |
8,066
+5,000
| +163% | +$474K | 0.1% | 247 |
|
|
2014
Q1 | $276K | Buy |
3,066
+340
| +12% | +$30.6K | 0.04% | 458 |
|
|
2013
Q4 | $247K | Sell |
2,726
-6,118
| -69% | -$554K | 0.04% | 465 |
|
|
2013
Q3 | $668K | Buy |
8,844
+17
| +0.2% | +$1.28K | 0.12% | 198 |
|
|
2013
Q2 | $660K | Buy |
+8,827
| New | +$660K | 0.13% | 192 |
|