WAM
Walker Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
1,498
+3
| +0.2% | +$957 | 0.28% | 64 |
|
|
2025
Q1 | $402K | Buy |
1,495
+3
| +0.2% | +$807 | 0.24% | 71 |
|
|
2024
Q4 | $443K | Buy |
1,492
+3
| +0.2% | +$890 | 0.27% | 62 |
|
|
2024
Q3 | $404K | Buy |
1,489
+3
| +0.2% | +$814 | 0.25% | 72 |
|
|
2024
Q2 | $344K | Buy |
1,486
+4
| +0.3% | +$926 | 0.23% | 79 |
|
|
2024
Q1 | $338K | Buy |
1,482
+3
| +0.2% | +$683 | 0.22% | 89 |
|
|
2023
Q4 | $277K | Buy |
+1,479
| New | +$277K | 0.2% | 99 |
|