WCA
Waratah Capital Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-42,863
| Closed | -$8.02M | – | 146 |
|
|
2022
Q1 | $8.02M | Buy |
+42,863
| New | +$8.02M | 0.11% | 69 |
|
|
2017
Q3 | – | Sell |
-7,032
| Closed | -$592K | – | 138 |
|
|
2017
Q2 | $592K | Sell |
7,032
-3,244
| -32% | -$273K | 0.08% | 139 |
|
|
2017
Q1 | $813K | Buy |
+10,276
| New | +$813K | 0.11% | 115 |
|
|
2016
Q2 | – | Sell |
-10,280
| Closed | -$631K | – | 100 |
|
|
2016
Q1 | $631K | Buy |
+10,280
| New | +$631K | 0.13% | 95 |
|
|
2014
Q1 | – | Sell |
-24,200
| Closed | -$2.2M | – | 74 |
|
|
2013
Q4 | $2.2M | Buy |
+24,200
| New | +$2.2M | 0.84% | 32 |
|