FWIA
Fort Washington Investment Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
1,379
-147
| -10% | -$46.9K | ﹤0.01% | 326 |
|
|
2025
Q1 | $411K | Hold |
1,526
| – | – | ﹤0.01% | 330 |
|
|
2024
Q4 | $453K | Sell |
1,526
-159
| -9% | -$47.2K | ﹤0.01% | 323 |
|
|
2024
Q3 | $457K | Sell |
1,685
-365
| -18% | -$99K | ﹤0.01% | 329 |
|
|
2024
Q2 | $475K | Hold |
2,050
| – | – | ﹤0.01% | 330 |
|
|
2024
Q1 | $467K | Hold |
2,050
| – | – | ﹤0.01% | 333 |
|
|
2023
Q4 | $384K | Hold |
2,050
| – | – | ﹤0.01% | 331 |
|
|
2023
Q3 | $306K | Hold |
2,050
| – | – | ﹤0.01% | 339 |
|
|
2023
Q2 | $357K | Sell |
2,050
-200
| -9% | -$34.8K | ﹤0.01% | 329 |
|
|
2023
Q1 | $371K | Hold |
2,250
| – | – | ﹤0.01% | 331 |
|
|
2022
Q4 | $332K | Sell |
2,250
-228
| -9% | -$33.6K | ﹤0.01% | 340 |
|
|
2022
Q3 | $334K | Buy |
2,478
+266
| +12% | +$35.9K | ﹤0.01% | 359 |
|
|
2022
Q2 | $307K | Sell |
2,212
-20,688
| -90% | -$2.87M | ﹤0.01% | 366 |
|
|
2022
Q1 | $4.28M | Hold |
22,900
| – | – | 0.03% | 229 |
|
|
2021
Q4 | $3.75M | Buy |
22,900
+59
| +0.3% | +$9.65K | 0.02% | 239 |
|
|
2021
Q3 | $3.83M | Hold |
22,841
| – | – | 0.02% | 241 |
|
|
2021
Q2 | $3.77M | Hold |
22,841
| – | – | 0.03% | 242 |
|
|
2021
Q1 | $3.23M | Sell |
22,841
-221
| -1% | -$31.3K | 0.03% | 244 |
|
|
2020
Q4 | $2.79M | Sell |
23,062
-160
| -0.7% | -$19.3K | 0.03% | 252 |
|
|
2020
Q3 | $2.33M | Hold |
23,222
| – | – | 0.02% | 257 |
|
|
2020
Q2 | $2.21M | Sell |
23,222
-276
| -1% | -$26.3K | 0.02% | 259 |
|
|
2020
Q1 | $2.01M | Sell |
23,498
-46,808
| -67% | -$4.01M | 0.03% | 240 |
|
|
2019
Q4 | $8.75M | Sell |
70,306
-31,776
| -31% | -$3.96M | 0.09% | 192 |
|
|
2019
Q3 | $12.1M | Sell |
102,082
-20,418
| -17% | -$2.42M | 0.13% | 153 |
|
|
2019
Q2 | $15.1M | Sell |
122,500
-48,468
| -28% | -$5.98M | 0.17% | 106 |
|
|
2019
Q1 | $18.7M | Sell |
170,968
-12,147
| -7% | -$1.33M | 0.21% | 104 |
|
|
2018
Q4 | $17.5M | Sell |
183,115
-8,084
| -4% | -$771K | 0.21% | 102 |
|
|
2018
Q3 | $20.4M | Buy |
191,199
+479
| +0.3% | +$51K | 0.2% | 106 |
|
|
2018
Q2 | $18.7M | Hold |
190,720
| – | – | 0.19% | 108 |
|
|
2018
Q1 | $17.8M | Hold |
190,720
| – | – | 0.18% | 112 |
|
|
2017
Q4 | $18.9M | Buy |
190,720
+187,520
| +5,860% | +$18.6M | 0.19% | 108 |
|
|
2017
Q3 | $289K | Buy |
+3,200
| New | +$289K | ﹤0.01% | 466 |
|
|
2015
Q1 | – | Sell |
-12,304
| Closed | -$1.15M | – | 425 |
|
|
2014
Q4 | $1.15M | Buy |
12,304
+71
| +0.6% | +$6.61K | 0.02% | 256 |
|
|
2014
Q3 | $1.07M | Sell |
12,233
-13,425
| -52% | -$1.18M | 0.02% | 269 |
|
|
2014
Q2 | $2.43M | Buy |
25,658
+3,069
| +14% | +$291K | 0.05% | 209 |
|
|
2014
Q1 | $2.03M | Sell |
22,589
-2,124
| -9% | -$191K | 0.04% | 211 |
|
|
2013
Q4 | $2.24M | Sell |
24,713
-1,818
| -7% | -$165K | 0.05% | 246 |
|
|
2013
Q3 | $2M | Sell |
26,531
-627
| -2% | -$47.4K | 0.05% | 267 |
|
|
2013
Q2 | $2.03M | Buy |
+27,158
| New | +$2.03M | 0.05% | 266 |
|