Wasatch 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
Q1 | – | Sell |
-4,400
| Closed | -$437K | – | 295 |
|
|
2017
Q4 | $437K | Sell |
4,400
-500
| -10% | -$49.7K | 0.01% | 285 |
|
|
2017
Q3 | $443K | Sell |
4,900
-500
| -9% | -$45.2K | 0.01% | 303 |
|
|
2017
Q2 | $455K | Sell |
5,400
-600
| -10% | -$50.6K | 0.01% | 324 |
|
|
2017
Q1 | $475K | Buy |
+6,000
| New | +$475K | 0.01% | 325 |
|
|
2016
Q4 | – | Sell |
-7,887
| Closed | -$505K | – | 362 |
|
|
2016
Q3 | $505K | Buy |
+7,887
| New | +$505K | 0.01% | 334 |
|