Wood Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-56,945
| Closed | -$5.4M | – | 52 |
|
|
2014
Q2 | $5.4M | Sell |
56,945
-7,207
| -11% | -$684K | 1.84% | 31 |
|
|
2014
Q1 | $5.78M | Sell |
64,152
-10,386
| -14% | -$935K | 1.85% | 25 |
|
|
2013
Q4 | $6.76M | Sell |
74,538
-8,978
| -11% | -$815K | 1.94% | 22 |
|
|
2013
Q3 | $6.31M | Sell |
83,516
-7,673
| -8% | -$579K | 1.8% | 29 |
|
|
2013
Q2 | $6.82M | Buy |
+91,189
| New | +$6.82M | 1.81% | 25 |
|