WBI Investments’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 | $970K | Buy |
+3,040
| New | +$970K | 0.25% | 115 |
|
|
2025
Q1 | – | Sell |
-6,566
| Closed | -$1.95M | – | 233 |
|
|
2024
Q4 | $1.95M | Buy |
6,566
+2,256
| +52% | +$670K | 0.49% | 63 |
|
|
2024
Q3 | $1.17M | Buy |
+4,310
| New | +$1.17M | 0.28% | 92 |
|
|
2024
Q2 | – | Sell |
-1,659
| Closed | -$378K | – | 170 |
|
|
2024
Q1 | $378K | Sell |
1,659
-2,214
| -57% | -$504K | 0.08% | 154 |
|
|
2023
Q4 | $726K | Buy |
+3,873
| New | +$726K | 0.15% | 130 |
|
|
2019
Q2 | – | Sell |
-16,610
| Closed | -$1.82M | – | 212 |
|
|
2019
Q1 | $1.82M | Buy |
+16,610
| New | +$1.82M | 0.14% | 121 |
|
|
2018
Q4 | – | Sell |
-17,101
| Closed | -$1.82M | – | 99 |
|
|
2018
Q3 | $1.82M | Sell |
17,101
-9,114
| -35% | -$971K | 0.1% | 149 |
|
|
2018
Q2 | $2.57M | Buy |
+26,215
| New | +$2.57M | 0.14% | 101 |
|