Annis Gardner Whiting Capital Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
825
+232
| +39% | +$74K | 0.09% | 187 |
|
|
2025
Q1 | $160K | Sell |
593
-19
| -3% | -$5.11K | 0.07% | 206 |
|
|
2024
Q4 | $182K | Buy |
612
+113
| +23% | +$33.5K | 0.05% | 211 |
|
|
2024
Q3 | $135K | Sell |
499
-652
| -57% | -$177K | 0.04% | 246 |
|
|
2024
Q2 | $267K | Buy |
1,151
+27
| +2% | +$6.25K | 0.08% | 188 |
|
|
2024
Q1 | $256K | Buy |
1,124
+655
| +140% | +$149K | 0.09% | 163 |
|
|
2023
Q4 | $87.9K | Buy |
469
+3
| +0.6% | +$562 | 0.04% | 234 |
|
|
2023
Q3 | $69.5K | Buy |
+466
| New | +$69.5K | 0.04% | 254 |
|