David Katz - Matrix Advisors Value
Holding/activity history for: American Express (AXP)
| Period | Shares | % of portfolio | Activity | % change to portfolio |
| 2013 Q1 | 27,000 | 3.21 | ||
| 2012 Q4 | 27,000 | 3.03 | Reduce 1.82% | 0.06 |
| 2012 Q3 | 27,500 | 2.70 | Reduce 24.24% | 0.86 |
| 2012 Q2 | 36,300 | 2.81 | Reduce 4.47% | 0.13 |
| 2012 Q1 | 38,000 | 2.61 | Reduce 2.56% | 0.07 |
| 2011 Q4 | 39,000 | 2.42 | ||
| 2011 Q3 | 39,000 | 2.36 | Reduce 9.30% | 0.24 |
| 2011 Q2 | 43,000 | 2.29 | Reduce 18.87% | 0.53 |
| 2011 Q1 | 53,000 | 2.22 | ||
| 2010 Q4 | 53,000 | 2.28 | Add 6.00% | 0.13 |
| 2010 Q3 | 50,000 | 2.36 | Reduce 16.67% | 0.47 |
| 2010 Q2 | 60,000 | 2.89 | Reduce 3.23% | 0.10 |
| 2010 Q1 | 62,000 | 2.55 | ||
| 2009 Q4 | 62,000 | 2.53 | ||
| 2009 Q3 | 62,000 | 2.23 | Add 19.23% | 0.36 |
| 2009 Q2 | 52,000 | 1.50 | ||
| 2009 Q1 | 52,000 | 1.03 | Reduce 11.86% | 0.14 |
| 2008 Q4 | 59,000 | 1.33 | Add 31.11% | 0.32 |
| 2008 Q3 | 45,000 | 1.53 | Buy | 1.53 |