Godshalk Welsh Capital Management’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 | $3.59M | Sell |
11,245
-225
| -2% | -$71.8K | 2.21% | 7 |
|
|
2025
Q1 | $3.09M | Sell |
11,470
-293
| -2% | -$78.8K | 2.02% | 9 |
|
|
2024
Q4 | $3.49M | Sell |
11,763
-200
| -2% | -$59.4K | 2.25% | 9 |
|
|
2024
Q3 | $3.24M | Sell |
11,963
-650
| -5% | -$176K | 2.05% | 9 |
|
|
2024
Q2 | $2.92M | Sell |
12,613
-250
| -2% | -$57.9K | 1.95% | 9 |
|
|
2024
Q1 | $2.93M | Buy |
12,863
+28
| +0.2% | +$6.38K | 1.97% | 10 |
|
|
2023
Q4 | $2.4M | Sell |
12,835
-685
| -5% | -$128K | 1.73% | 10 |
|
|
2023
Q3 | $2.02M | Sell |
13,520
-25
| -0.2% | -$3.73K | 1.52% | 18 |
|
|
2023
Q2 | $2.36M | Sell |
13,545
-125
| -0.9% | -$21.8K | 1.62% | 13 |
|
|
2023
Q1 | $2.25M | Sell |
13,670
-150
| -1% | -$24.7K | 1.59% | 14 |
|
|
2022
Q4 | $2.04M | Sell |
13,820
-150
| -1% | -$22.2K | 1.49% | 19 |
|
|
2022
Q3 | $1.89M | Buy |
13,970
+143
| +1% | +$19.3K | 1.39% | 23 |
|
|
2022
Q2 | $1.92M | Buy |
13,827
+46
| +0.3% | +$6.38K | 1.38% | 24 |
|
|
2022
Q1 | $2.58M | Sell |
13,781
-168
| -1% | -$31.4K | 1.58% | 14 |
|
|
2021
Q4 | $2.28M | Hold |
13,949
| – | – | 1.3% | 24 |
|
|
2021
Q3 | $2.34M | Sell |
13,949
-15
| -0.1% | -$2.51K | 1.46% | 18 |
|
|
2021
Q2 | $2.39M | Sell |
13,964
-195
| -1% | -$33.3K | 1.48% | 16 |
|
|
2021
Q1 | $2M | Sell |
14,159
-100
| -0.7% | -$14.1K | 1.4% | 22 |
|
|
2020
Q4 | $1.72M | Buy |
14,259
+120
| +0.8% | +$14.5K | 1.27% | 26 |
|
|
2020
Q3 | $1.42M | Buy |
14,139
+810
| +6% | +$81.2K | 1.2% | 28 |
|
|
2020
Q2 | $1.27M | Sell |
13,329
-75
| -0.6% | -$7.14K | 1.19% | 27 |
|
|
2020
Q1 | $1.15M | Sell |
13,404
-450
| -3% | -$38.5K | 1.25% | 27 |
|
|
2019
Q4 | $1.73M | Hold |
13,854
| – | – | 1.42% | 22 |
|
|
2019
Q3 | $1.64M | Sell |
13,854
-36
| -0.3% | -$4.26K | 1.45% | 21 |
|
|
2019
Q2 | $1.72M | Hold |
13,890
| – | – | 1.59% | 20 |
|
|
2019
Q1 | $1.52M | Hold |
13,890
| – | – | 1.46% | 21 |
|
|
2018
Q4 | $1.32M | Buy |
13,890
+215
| +2% | +$20.5K | 1.48% | 23 |
|
|
2018
Q3 | $1.46M | Hold |
13,675
| – | – | 1.42% | 24 |
|
|
2018
Q2 | $1.34M | Hold |
13,675
| – | – | 1.4% | 23 |
|
|
2018
Q1 | $1.28M | Buy |
13,675
+65
| +0.5% | +$6.07K | 1.38% | 22 |
|
|
2017
Q4 | $1.35M | Sell |
13,610
-800
| -6% | -$79.5K | 1.37% | 20 |
|
|
2017
Q3 | $1.3M | Sell |
14,410
-1,275
| -8% | -$115K | 1.31% | 23 |
|
|
2017
Q2 | $1.32M | Sell |
15,685
-400
| -2% | -$33.7K | 1.31% | 23 |
|
|
2017
Q1 | $1.27M | Hold |
16,085
| – | – | 1.25% | 25 |
|
|
2016
Q4 | $1.19M | Buy |
16,085
+375
| +2% | +$27.8K | 1.22% | 25 |
|
|
2016
Q3 | $1.01M | Buy |
15,710
+3,115
| +25% | +$199K | 1.04% | 28 |
|
|
2016
Q2 | $765K | Buy |
12,595
+4,350
| +53% | +$264K | 0.81% | 48 |
|
|
2016
Q1 | $506K | Buy |
8,245
+300
| +4% | +$18.4K | 0.52% | 78 |
|
|
2015
Q4 | $553K | Sell |
7,945
-200
| -2% | -$13.9K | 0.58% | 70 |
|
|
2015
Q3 | $604K | Sell |
8,145
-200
| -2% | -$14.8K | 0.66% | 58 |
|
|
2015
Q2 | $649K | Sell |
8,345
-600
| -7% | -$46.7K | 0.66% | 62 |
|
|
2015
Q1 | $699K | Hold |
8,945
| – | – | 0.72% | 55 |
|
|
2014
Q4 | $832K | Buy |
+8,945
| New | +$832K | 0.76% | 45 |
|