Washington 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,862
| Closed | -$324K | – | 103 |
|
|
2023
Q2 | $324K | Hold |
1,862
| – | – | 0.28% | 97 |
|
|
2023
Q1 | $307K | Hold |
1,862
| – | – | 0.27% | 95 |
|
|
2022
Q4 | $275K | Hold |
1,862
| – | – | 0.25% | 99 |
|
|
2022
Q3 | $251K | Hold |
1,862
| – | – | 0.25% | 100 |
|
|
2022
Q2 | $258K | Hold |
1,862
| – | – | 0.25% | 99 |
|
|
2022
Q1 | $348K | Hold |
1,862
| – | – | 0.29% | 94 |
|
|
2021
Q4 | $305K | Hold |
1,862
| – | – | 0.25% | 96 |
|
|
2021
Q3 | $312K | Hold |
1,862
| – | – | 0.28% | 92 |
|
|
2021
Q2 | $308K | Hold |
1,862
| – | – | 0.37% | 93 |
|
|
2021
Q1 | $263K | Hold |
1,862
| – | – | 0.24% | 100 |
|
|
2020
Q4 | $225K | Buy |
+1,862
| New | +$225K | 0.21% | 101 |
|
|
2020
Q1 | – | Sell |
-1,862
| Closed | -$232K | – | 94 |
|
|
2019
Q4 | $232K | Hold |
1,862
| – | – | 0.2% | 99 |
|
|
2019
Q3 | $220K | Hold |
1,862
| – | – | 0.22% | 96 |
|
|
2019
Q2 | $230K | Buy |
+1,862
| New | +$230K | 0.26% | 90 |
|