WBH Advisory’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
Q3 | $1.1M | Buy |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $960K | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $953K | Buy |
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|
2024
Q1 | $925K | Buy |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $624K | Buy |
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|
2023
Q2 | $725K | Hold |
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|
2023
Q1 | $687K | Buy |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $592K | Buy |
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|
2022
Q1 | $766K | Sell |
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|
2021
Q4 | $762K | Buy |
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|
2021
Q3 | $780K | Buy |
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|
2021
Q2 | $804K | Sell |
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|
2021
Q1 | $666K | Buy |
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|
2020
Q4 | $606K | Sell |
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|
2020
Q3 | $561K | Sell |
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|
2020
Q2 | $537K | Sell |
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|
2020
Q1 | $490 | Sell |
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|
2019
Q4 | $722K | Sell |
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|
2019
Q3 | $714K | Sell |
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|
2019
Q2 | $757K | Sell |
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|
2019
Q1 | $714K | Sell |
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|
2018
Q4 | $646 | Sell |
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|
2018
Q3 | $780K | Sell |
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|
2018
Q2 | $745K | Buy |
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|
2018
Q1 | $706K | Buy |
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|
2017
Q4 | $752K | Sell |
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|
2017
Q3 | $692K | Sell |
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|
2017
Q2 | $655K | Buy |
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|
2017
Q1 | $615K | Buy |
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|
2016
Q4 | $574K | Sell |
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|
2016
Q3 | $520K | Buy |
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|
2016
Q2 | $485K | Sell |
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|
2016
Q1 | $602K | Sell |
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|
2015
Q4 | $711 | Sell |
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|
2015
Q3 | $793K | Sell |
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|
2015
Q2 | $831K | Sell |
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|
2015
Q1 | $877 | Buy |
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|
2014
Q4 | $1.03M | Buy |
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|
2014
Q3 | $930K | Sell |
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|
2014
Q2 | $1.14M | Buy |
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|
2014
Q1 | $1.08M | Buy |
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|
2013
Q4 | $1.03M | Buy |
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|
2013
Q3 | $831K | Buy |
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|
2013
Q2 | $814K | Buy |
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