Holding/activity history for American Express (AXP)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2017 Q3 | 0 | 0 | Sell 100.00% | 3.95 | |
| 2017 Q2 | 15,000 | 3.95 | $84.27 | ||
| 2017 Q1 | 15,000 | 4.39 | $79.13 | ||
| 2016 Q4 | 15,000 | 3.48 | $74.07 | ||
| 2016 Q3 | 15,000 | 3.12 | $64.07 | ||
| 2016 Q2 | 15,000 | 3.20 | $60.73 | ||
| 2016 Q1 | 15,000 | 3.02 | $61.40 | ||
| 2015 Q4 | 15,000 | 3.19 | $69.53 | ||
| 2015 Q3 | 15,000 | 3.52 | $74.13 | ||
| 2015 Q2 | 15,000 | 3.36 | $77.73 | ||
| 2015 Q1 | 15,000 | 3.36 | Buy | 3.36 | $78.13 |
| 2014 Q3 | 0 | 0 | Sell 100.00% | 3.45 | |
| 2014 Q2 | 10,000 | 3.45 | $94.90 | ||
| 2014 Q1 | 10,000 | 3.23 | $90.00 | ||
| 2013 Q4 | 10,000 | 3.39 | Add 17.79% | 0.51 | $90.70 |
| 2013 Q3 | 8,490 | 2.59 | Reduce 22.82% | 0.77 | $75.50 |
| 2013 Q2 | 11,000 | 2.59 | $74.73 | ||
| 2013 Q1 | 11,000 | 2.97 | Add 9.44% | 0.26 | $67.45 |
| 2012 Q4 | 10,051 | 2.97 | $57.51 | ||
| 2012 Q3 | 10,051 | 3.78 | $56.91 | ||
| 2012 Q2 | 10,051 | 5.11 | Reduce 8.63% | 0.48 | $58.20 |
| 2012 Q1 | 11,000 | 5.07 | Reduce 9.09% | 0.51 | $57.82 |
| 2011 Q4 | 12,100 | 5.00 | Reduce 15.38% | 0.91 | $47.19 |
| 2011 Q3 | 14,300 | 5.89 | $44.90 | ||
| 2011 Q2 | 14,300 | 5.29 | Reduce 16.86% | 1.07 | $51.68 |
| 2011 Q1 | 17,200 | 5.24 | Buy | 5.24 | $45.17 |