WAM
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Weatherly Asset Management’s American Express AXP Stock Holding History

Weatherly Asset Management’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$314K Buy
985
+16
+2% +$5.1K 0.03% 148
2025
Q1 		$261K Buy
969
+114
+13% +$30.7K 0.02% 162
2024
Q4 		$254K Sell
855
-1,687
-66% -$501K 0.02% 161
2024
Q3 		$689K Buy
+2,542
New +$689K 0.06% 120