WBH Advisory’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 | $1.05M | Sell |
3,282
-285
| -8% | -$90.9K | 0.09% | 157 |
|
|
2025
Q1 | $960K | Sell |
3,567
-317
| -8% | -$85.3K | 0.09% | 160 |
|
|
2024
Q4 | $1.15M | Sell |
3,884
-109
| -3% | -$32.4K | 0.11% | 138 |
|
|
2024
Q3 | $1.08M | Sell |
3,993
-123
| -3% | -$33.4K | 0.1% | 144 |
|
|
2024
Q2 | $953K | Buy |
4,116
+55
| +1% | +$12.7K | 0.1% | 151 |
|
|
2024
Q1 | $925K | Buy |
4,061
+14
| +0.3% | +$3.19K | 0.1% | 156 |
|
|
2023
Q4 | $758K | Sell |
4,047
-138
| -3% | -$25.9K | 0.08% | 173 |
|
|
2023
Q3 | $624K | Buy |
4,185
+22
| +0.5% | +$3.28K | 0.08% | 179 |
|
|
2023
Q2 | $725K | Hold |
4,163
| – | – | 0.09% | 173 |
|
|
2023
Q1 | $687K | Buy |
+4,163
| New | +$687K | 0.09% | 180 |
|
|
2022
Q3 | $580K | Buy |
4,302
+90
| +2% | +$12.1K | 0.08% | 181 |
|
|
2022
Q2 | $592K | Buy |
4,212
+1
| +0% | +$141 | 0.08% | 186 |
|
|
2022
Q1 | $766K | Sell |
4,211
-448
| -10% | -$81.5K | 0.09% | 173 |
|
|
2021
Q4 | $762K | Buy |
4,659
+1
| +0% | +$164 | 0.09% | 179 |
|
|
2021
Q3 | $780K | Buy |
4,658
+1
| +0% | +$167 | 0.1% | 168 |
|
|
2021
Q2 | $804K | Sell |
4,657
-48
| -1% | -$8.29K | 0.12% | 142 |
|
|
2021
Q1 | $666K | Buy |
4,705
+1
| +0% | +$142 | 0.11% | 153 |
|
|
2020
Q4 | $606K | Sell |
4,704
-895
| -16% | -$115K | 0.1% | 151 |
|
|
2020
Q3 | $561K | Sell |
5,599
-43
| -0.8% | -$4.31K | 0.11% | 147 |
|
|
2020
Q2 | $537K | Sell |
5,642
-92
| -2% | -$8.76K | 0.13% | 146 |
|
|
2020
Q1 | $490 | Sell |
5,734
-68
| -1% | -$6 | 0.11% | 138 |
|
|
2019
Q4 | $722K | Sell |
5,802
-238
| -4% | -$29.6K | 0.15% | 129 |
|
|
2019
Q3 | $714K | Sell |
6,040
-99
| -2% | -$11.7K | 0.16% | 128 |
|
|
2019
Q2 | $757K | Sell |
6,139
-398
| -6% | -$49.1K | 0.18% | 119 |
|
|
2019
Q1 | $714K | Sell |
6,537
-248
| -4% | -$27.1K | 0.17% | 120 |
|
|
2018
Q4 | $646 | Sell |
6,785
-548
| -7% | -$52 | 0.16% | 118 |
|
|
2018
Q3 | $780K | Sell |
7,333
-278
| -4% | -$29.6K | 0.19% | 111 |
|
|
2018
Q2 | $745K | Buy |
7,611
+36
| +0.5% | +$3.52K | 0.19% | 113 |
|
|
2018
Q1 | $706K | Buy |
7,575
+2
| +0% | +$186 | 0.19% | 115 |
|
|
2017
Q4 | $752K | Sell |
7,573
-86
| -1% | -$8.54K | 0.2% | 113 |
|
|
2017
Q3 | $692K | Sell |
7,659
-118
| -2% | -$10.7K | 0.19% | 109 |
|
|
2017
Q2 | $655K | Buy |
7,777
+2
| +0% | +$168 | 0.18% | 110 |
|
|
2017
Q1 | $615K | Buy |
7,775
+22
| +0.3% | +$1.74K | 0.18% | 117 |
|
|
2016
Q4 | $574K | Sell |
7,753
-376
| -5% | -$27.8K | 0.19% | 114 |
|
|
2016
Q3 | $520K | Buy |
8,129
+142
| +2% | +$9.08K | 0.18% | 124 |
|
|
2016
Q2 | $485K | Sell |
7,987
-1,818
| -19% | -$110K | 0.19% | 118 |
|
|
2016
Q1 | $602K | Sell |
9,805
-426
| -4% | -$26.2K | 0.2% | 99 |
|
|
2015
Q4 | $711 | Sell |
10,231
-468
| -4% | -$33 | 0.25% | 81 |
|
|
2015
Q3 | $793K | Sell |
10,699
-3
| -0% | -$222 | 0.33% | 75 |
|
|
2015
Q2 | $831K | Sell |
10,702
-528
| -5% | -$41K | 0.33% | 76 |
|
|
2015
Q1 | $877 | Buy |
11,230
+136
| +1% | +$11 | 0.25% | 75 |
|
|
2014
Q4 | $1.03M | Buy |
11,094
+1,159
| +12% | +$108K | 0.39% | 62 |
|
|
2014
Q3 | $930K | Sell |
9,935
-2,064
| -17% | -$193K | 0.33% | 69 |
|
|
2014
Q2 | $1.14M | Buy |
11,999
+32
| +0.3% | +$3.04K | 0.43% | 55 |
|
|
2014
Q1 | $1.08M | Buy |
11,967
+585
| +5% | +$52.6K | 0.43% | 57 |
|
|
2013
Q4 | $1.03M | Buy |
11,382
+375
| +3% | +$34K | 0.42% | 63 |
|
|
2013
Q3 | $831K | Buy |
11,007
+119
| +1% | +$8.98K | 0.37% | 70 |
|
|
2013
Q2 | $814K | Buy |
+10,888
| New | +$814K | 0.38% | 74 |
|