Weatherstone Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $447K | Sell |
4,091
-6,337
| -61% | -$692K | 0.47% | 42 |
|
|
2018
Q4 | $1.06M | Buy |
10,428
+6,452
| +162% | +$656K | 0.26% | 66 |
|
|
2018
Q3 | $423K | Sell |
3,976
-191
| -5% | -$20.3K | 0.32% | 50 |
|
|
2018
Q2 | $408K | Sell |
4,167
-232
| -5% | -$22.7K | 0.33% | 30 |
|
|
2018
Q1 | $410K | Buy |
4,399
+397
| +10% | +$37K | 0.31% | 41 |
|
|
2017
Q4 | $397K | Buy |
4,002
+350
| +10% | +$34.7K | 0.26% | 47 |
|
|
2017
Q3 | $330K | Buy |
3,652
+54
| +2% | +$4.88K | 0.23% | 46 |
|
|
2017
Q2 | $303K | Buy |
3,598
+479
| +15% | +$40.3K | 0.2% | 61 |
|
|
2017
Q1 | $247K | Buy |
3,119
+90
| +3% | +$7.13K | 0.28% | 61 |
|
|
2016
Q4 | $224K | Buy |
+3,029
| New | +$224K | 0.15% | 85 |
|