Welch Capital Partners’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2013
Q4
Sell
-38,300
Closed -$2.89M 37
2013
Q3
$2.89M Sell
38,300
-75,052
-66% -$5.67M 0.99% 30
2013
Q2
$8.47M Buy
+113,352
New +$8.47M 2.96% 21