Waddell & Associates’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 | $838K | Buy |
2,628
+192
| +8% | +$61.2K | 0.09% | 66 |
|
|
2025
Q1 | $655K | Hold |
2,436
| – | – | 0.08% | 67 |
|
|
2024
Q4 | $723K | Buy |
2,436
+400
| +20% | +$119K | 0.07% | 65 |
|
|
2024
Q3 | $552K | Hold |
2,036
| – | – | 0.07% | 74 |
|
|
2024
Q2 | $471K | Hold |
2,036
| – | – | 0.06% | 78 |
|
|
2024
Q1 | $464K | Buy |
2,036
+1
| +0% | +$228 | 0.06% | 77 |
|
|
2023
Q4 | $381K | Sell |
2,035
-1
| -0% | -$187 | 0.05% | 90 |
|
|
2023
Q3 | $304K | Buy |
2,036
+7
| +0.3% | +$1.04K | 0.04% | 123 |
|
|
2023
Q2 | $353K | Sell |
2,029
-9
| -0.4% | -$1.57K | 0.05% | 107 |
|
|
2023
Q1 | $336K | Sell |
2,038
-26
| -1% | -$4.29K | 0.05% | 108 |
|
|
2022
Q4 | $305K | Buy |
2,064
+13
| +0.6% | +$1.92K | 0.05% | 112 |
|
|
2022
Q3 | $277K | Buy |
2,051
+8
| +0.4% | +$1.08K | 0.05% | 105 |
|
|
2022
Q2 | $283K | Hold |
2,043
| – | – | 0.06% | 107 |
|
|
2022
Q1 | $382K | Buy |
+2,043
| New | +$382K | 0.06% | 82 |
|
|
2021
Q3 | – | Sell |
-2,042
| Closed | -$337 | – | 111 |
|
|
2021
Q2 | $337 | Buy |
+2,042
| New | +$337 | 0.05% | 87 |
|