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TRADITION CAPITAL MANAGEMENT LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRADITION CAPITAL MANAGEMENT LLC on AXP, newest first. How the timeline and the estimate are built.

TRADITION CAPITAL MANAGEMENT LLC held 26,679 AXP shares at 2019-03-31 per its 13F-HR filed 2019-05-07.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 26,679 shares
    Change vs previous 13F +6,030 shares

    0.79% of the 13F portfolio, value $2,916,000.

    13F-HR 0001166385-19-000004 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2018-12-31
    13F 20,649 shares
    Change vs previous 13F -145 shares

    0.62% of the 13F portfolio, value $1,968,000.

    13F-HR 0001166385-19-000002 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-09-30
    13F 20,794 shares
    Change vs previous 13F -605 shares

    0.58% of the 13F portfolio, value $2,214,000.

    13F-HR 0001166385-18-000008 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-06-30
    13F 21,399 shares
    Change vs previous 13F -655 shares

    0.6% of the 13F portfolio, value $2,097,000.

    13F-HR 0001166385-18-000006 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-03-31
    13F 22,054 shares
    Change vs previous 13F -140 shares

    0.59% of the 13F portfolio, value $2,057,000.

    13F-HR 0001166385-18-000004 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2017-12-31
    13F 22,194 shares
    Change vs previous 13F -767 shares

    0.6% of the 13F portfolio, value $2,204,000.

    13F-HR 0001166385-18-000002 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2017-09-30
    13F 22,961 shares
    Change vs previous 13F -200 shares

    0.67% of the 13F portfolio, value $2,077,000.

    13F-HR 0001580642-17-005876 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-06-30
    13F 23,161 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,951,000.

    13F-HR 0001580642-17-004300 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).