Winifred I. Li’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.7M | Sell |
18,251
-149
| -0.8% | -$13.9K | 1.6% | 7 |
|
|
2014
Q3 | $1.61M | Sell |
18,400
-621
| -3% | -$54.4K | 1.54% | 7 |
|
|
2014
Q2 | $1.8M | Sell |
19,021
-163
| -0.8% | -$15.5K | 1.54% | 7 |
|
|
2014
Q1 | $1.73M | Sell |
19,184
-263
| -1% | -$23.7K | 1.5% | 8 |
|
|
2013
Q4 | $1.76M | Buy |
19,447
+1,130
| +6% | +$103K | 1.52% | 8 |
|
|
2013
Q3 | $1.38M | Buy |
18,317
+260
| +1% | +$19.6K | 1.28% | 12 |
|
|
2013
Q2 | $1.35M | Buy |
+18,057
| New | +$1.35M | 1.25% | 14 |
|