Tradewinds 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 | $50.4K | Hold |
158
| – | – | 0.01% | 192 |
|
|
2025
Q1 | $42.5K | Sell |
158
-5
| -3% | -$1.35K | 0.01% | 206 |
|
|
2024
Q4 | $48.4K | Buy |
163
+5
| +3% | +$1.48K | 0.01% | 205 |
|
|
2024
Q3 | $42.9K | Hold |
158
| – | – | 0.01% | 196 |
|
|
2024
Q2 | $36.6K | Buy |
158
+8
| +5% | +$1.85K | 0.01% | 199 |
|
|
2024
Q1 | $34.2K | Hold |
150
| – | – | 0.01% | 192 |
|
|
2023
Q4 | $28.1K | Hold |
150
| – | – | 0.01% | 166 |
|
|
2023
Q3 | $22.4K | Hold |
150
| – | – | 0.01% | 175 |
|
|
2023
Q2 | $26.1K | Hold |
150
| – | – | 0.01% | 161 |
|
|
2023
Q1 | $24.7K | Hold |
150
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $22.2K | Hold |
150
| – | – | 0.01% | 152 |
|
|
2022
Q3 | $20K | Hold |
150
| – | – | 0.01% | 154 |
|
|
2022
Q2 | $21K | Sell |
150
-558
| -79% | -$78.1K | 0.01% | 153 |
|
|
2022
Q1 | $132K | Buy |
708
+75
| +12% | +$14K | 0.02% | 154 |
|
|
2021
Q4 | $103K | Buy |
633
+1
| +0.2% | +$163 | 0.02% | 174 |
|
|
2021
Q3 | $106K | Hold |
632
| – | – | 0.02% | 158 |
|
|
2021
Q2 | $104K | Hold |
632
| – | – | 0.02% | 161 |
|
|
2021
Q1 | $89K | Hold |
632
| – | – | 0.02% | 164 |
|
|
2020
Q4 | $76K | Sell |
632
-299
| -32% | -$36K | 0.02% | 176 |
|
|
2020
Q3 | $93K | Hold |
931
| – | – | 0.02% | 142 |
|
|
2020
Q2 | $89K | Buy |
931
+1
| +0.1% | +$96 | 0.02% | 142 |
|
|
2020
Q1 | $80K | Sell |
930
-12
| -1% | -$1.03K | 0.03% | 143 |
|
|
2019
Q4 | $117K | Buy |
942
+86
| +10% | +$10.7K | 0.04% | 132 |
|
|
2019
Q3 | $101K | Buy |
856
+136
| +19% | +$16K | 0.04% | 121 |
|
|
2019
Q2 | $89K | Hold |
720
| – | – | 0.04% | 125 |
|
|
2019
Q1 | $79K | Buy |
720
+1
| +0.1% | +$110 | 0.03% | 156 |
|
|
2018
Q4 | $69K | Hold |
719
| – | – | 0.03% | 155 |
|
|
2018
Q3 | $77K | Hold |
719
| – | – | 0.03% | 166 |
|
|
2018
Q2 | $70K | Buy |
719
+1
| +0.1% | +$97 | 0.03% | 175 |
|
|
2018
Q1 | $67K | Buy |
718
+300
| +72% | +$28K | 0.03% | 175 |
|
|
2017
Q4 | $41K | Buy |
418
+1
| +0.2% | +$98 | 0.02% | 225 |
|
|
2017
Q3 | $38K | Hold |
417
| – | – | 0.02% | 231 |
|
|
2017
Q2 | $35K | Buy |
417
+301
| +259% | +$25.3K | 0.02% | 233 |
|
|
2017
Q1 | $9K | Buy |
116
+26
| +29% | +$2.02K | 0.01% | 403 |
|
|
2016
Q4 | $7K | Hold |
90
| – | – | ﹤0.01% | 404 |
|
|
2016
Q3 | $6K | Hold |
90
| – | – | ﹤0.01% | 416 |
|
|
2016
Q2 | $5K | Sell |
90
-168
| -65% | -$9.33K | ﹤0.01% | 436 |
|
|
2016
Q1 | $16K | Sell |
258
-175
| -40% | -$10.9K | 0.01% | 338 |
|
|
2015
Q4 | $30K | Hold |
433
| – | – | 0.02% | 265 |
|
|
2015
Q3 | $32K | Hold |
433
| – | – | 0.03% | 245 |
|
|
2015
Q2 | $34K | Hold |
433
| – | – | 0.02% | 263 |
|
|
2015
Q1 | $34K | Sell |
433
-210
| -33% | -$16.5K | 0.03% | 244 |
|
|
2014
Q4 | $60K | Hold |
643
| – | – | 0.04% | 191 |
|
|
2014
Q3 | $56K | Hold |
643
| – | – | 0.04% | 197 |
|
|
2014
Q2 | $61K | Hold |
643
| – | – | 0.05% | 196 |
|
|
2014
Q1 | $58K | Hold |
643
| – | – | 0.05% | 204 |
|
|
2013
Q4 | $58K | Buy |
+643
| New | +$58K | 0.05% | 195 |
|