MWA Asset 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 | $738K | Sell |
2,313
-64
| -3% | -$20.4K | 0.45% | 62 |
|
|
2025
Q1 | $640K | Sell |
2,377
-41
| -2% | -$11K | 0.44% | 67 |
|
|
2024
Q4 | $718K | Sell |
2,418
-38
| -2% | -$11.3K | 0.48% | 63 |
|
|
2024
Q3 | $666K | Sell |
2,456
-25
| -1% | -$6.78K | 0.44% | 69 |
|
|
2024
Q2 | $574K | Sell |
2,481
-84
| -3% | -$19.4K | 0.41% | 71 |
|
|
2024
Q1 | $584K | Sell |
2,565
-277
| -10% | -$63.1K | 0.42% | 72 |
|
|
2023
Q4 | $532K | Sell |
2,842
-88
| -3% | -$16.5K | 0.44% | 72 |
|
|
2023
Q3 | $437K | Buy |
+2,930
| New | +$437K | 0.42% | 75 |
|