Warther Private Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $7.05M | Sell |
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|
2024
Q3 | $6.71M | Sell |
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|
2024
Q2 | $6.82M | Sell |
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|
2024
Q1 | $6.7M | Sell |
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|
2023
Q4 | $5.53M | Buy |
|
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|
2023
Q3 | $3.07M | Buy |
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|
2023
Q2 | $2.72M | Buy |
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|
2023
Q1 | $2.37M | Buy |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $217K | Buy |
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