Windsor Financial Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.4M | Hold |
16,588
| – | – | 0.65% | 43 |
|
|
2017
Q1 | $1.31M | Hold |
16,588
| – | – | 0.6% | 45 |
|
|
2016
Q4 | $1.23M | Hold |
16,588
| – | – | 0.58% | 45 |
|
|
2016
Q3 | $1.06M | Hold |
16,588
| – | – | 0.5% | 48 |
|
|
2016
Q2 | $1.01M | Hold |
16,588
| – | – | 0.46% | 49 |
|
|
2016
Q1 | $1.02M | Hold |
16,588
| – | – | 0.47% | 50 |
|
|
2015
Q4 | $1.15M | Hold |
16,588
| – | – | 0.56% | 49 |
|
|
2015
Q3 | $1.23M | Hold |
16,588
| – | – | 0.59% | 47 |
|
|
2015
Q2 | $1.29M | Hold |
16,588
| – | – | 0.56% | 50 |
|
|
2015
Q1 | $1.3M | Hold |
16,588
| – | – | 0.58% | 55 |
|
|
2014
Q4 | $1.54M | Hold |
16,588
| – | – | 0.73% | 49 |
|
|
2014
Q3 | $1.45M | Sell |
16,588
-30
| -0.2% | -$2.63K | 0.7% | 52 |
|
|
2014
Q2 | $1.58M | Hold |
16,618
| – | – | 0.77% | 50 |
|
|
2014
Q1 | $1.5M | Hold |
16,618
| – | – | 0.76% | 50 |
|
|
2013
Q4 | $1.51M | Hold |
16,618
| – | – | 0.84% | 50 |
|
|
2013
Q3 | $1.26M | Hold |
16,618
| – | – | 0.75% | 53 |
|
|
2013
Q2 | $1.24M | Buy |
+16,618
| New | +$1.24M | 0.79% | 51 |
|