Yellowstone Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $4.96M | Sell |
77,495
-1,633
| -2% | -$105K | 1.82% | 14 |
|
|
2016
Q2 | $4.81M | Sell |
79,128
-1,708
| -2% | -$104K | 2.07% | 13 |
|
|
2016
Q1 | $4.96M | Sell |
80,836
-3,742
| -4% | -$230K | 2.13% | 14 |
|
|
2015
Q4 | $5.88M | Buy |
84,578
+76,586
| +958% | +$5.33M | 2.65% | 11 |
|
|
2015
Q3 | $592K | Buy |
7,992
+2,066
| +35% | +$153K | 0.28% | 64 |
|
|
2015
Q2 | $461K | Sell |
5,926
-18
| -0.3% | -$1.4K | 0.21% | 86 |
|
|
2015
Q1 | $464K | Buy |
+5,944
| New | +$464K | 0.23% | 87 |
|