WBI Investments’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 | $970K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $726K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.81M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.82M | Sell |
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|
2018
Q2 | $2.57M | Buy |
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