YMRC
Yorktown Management & Research Company’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,650
| Closed | -$229K | – | 196 |
|
|
2022
Q2 | $229K | Hold |
1,650
| – | – | 0.3% | 153 |
|
|
2022
Q1 | $309K | Sell |
1,650
-460
| -22% | -$86.1K | 0.26% | 154 |
|
|
2021
Q4 | $345K | Hold |
2,110
| – | – | 0.23% | 162 |
|
|
2021
Q3 | $353K | Hold |
2,110
| – | – | 0.27% | 158 |
|
|
2021
Q2 | $349K | Hold |
2,110
| – | – | 0.27% | 155 |
|
|
2021
Q1 | $298K | Hold |
2,110
| – | – | 0.25% | 145 |
|
|
2020
Q4 | $255K | Sell |
2,110
-2,000
| -49% | -$242K | 0.23% | 186 |
|
|
2020
Q3 | $412K | Buy |
4,110
+510
| +14% | +$51.1K | 0.39% | 94 |
|
|
2020
Q2 | $343K | Buy |
+3,600
| New | +$343K | 0.31% | 110 |
|
|
2017
Q3 | – | Sell |
-14,300
| Closed | -$1.21M | – | 375 |
|
|
2017
Q2 | $1.21M | Hold |
14,300
| – | – | 0.38% | 48 |
|
|
2017
Q1 | $1.13M | Hold |
14,300
| – | – | 0.29% | 76 |
|
|
2016
Q4 | $1.06M | Buy |
+14,300
| New | +$1.06M | 0.27% | 76 |
|