Warther Private Wealth’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 | $899K | Sell |
2,819
-1,449
| -34% | -$462K | 0.23% | 25 |
|
|
2025
Q1 | $1.15M | Sell |
4,268
-19,480
| -82% | -$5.24M | 0.38% | 21 |
|
|
2024
Q4 | $7.05M | Sell |
23,748
-979
| -4% | -$291K | 2.37% | 20 |
|
|
2024
Q3 | $6.71M | Sell |
24,727
-4,710
| -16% | -$1.28M | 2.35% | 18 |
|
|
2024
Q2 | $6.82M | Sell |
29,437
-2
| -0% | -$463 | 2.67% | 15 |
|
|
2024
Q1 | $6.7M | Sell |
29,439
-88
| -0.3% | -$20K | 2.99% | 14 |
|
|
2023
Q4 | $5.53M | Buy |
29,527
+8,961
| +44% | +$1.68M | 3.1% | 13 |
|
|
2023
Q3 | $3.07M | Buy |
20,566
+4,946
| +32% | +$738K | 2.04% | 16 |
|
|
2023
Q2 | $2.72M | Buy |
15,620
+1,242
| +9% | +$216K | 1.85% | 15 |
|
|
2023
Q1 | $2.37M | Buy |
14,378
+226
| +2% | +$37.3K | 1.81% | 19 |
|
|
2022
Q4 | $2.09M | Buy |
14,152
+1,452
| +11% | +$215K | 1.57% | 23 |
|
|
2022
Q3 | $1.71M | Buy |
12,700
+3,800
| +43% | +$513K | 1.36% | 23 |
|
|
2022
Q2 | $1.25M | Buy |
8,900
+7,511
| +541% | +$1.05M | 0.91% | 38 |
|
|
2022
Q1 | $260K | Hold |
1,389
| – | – | 0.17% | 114 |
|
|
2021
Q4 | $234K | Hold |
1,389
| – | – | 0.17% | 108 |
|
|
2021
Q3 | $242K | Buy |
1,389
+90
| +7% | +$15.7K | 0.22% | 104 |
|
|
2021
Q2 | $217K | Buy |
+1,299
| New | +$217K | 0.21% | 104 |
|