Wedbush Securities’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 | $7.04M | Sell |
22,068
-686
| -3% | -$219K | 0.25% | 59 |
|
|
2025
Q1 | $6.12M | Sell |
22,754
-249
| -1% | -$67K | 0.22% | 66 |
|
|
2024
Q4 | $6.83M | Sell |
23,003
-1,776
| -7% | -$527K | 0.24% | 60 |
|
|
2024
Q3 | $6.72M | Sell |
24,779
-3,529
| -12% | -$957K | 0.25% | 63 |
|
|
2024
Q2 | $6.56M | Sell |
28,308
-2,658
| -9% | -$615K | 0.23% | 67 |
|
|
2024
Q1 | $7.05M | Buy |
30,966
+1,301
| +4% | +$296K | 0.26% | 61 |
|
|
2023
Q4 | $5.56M | Buy |
29,665
+1,382
| +5% | +$259K | 0.25% | 67 |
|
|
2023
Q3 | $4.22M | Sell |
28,283
-3,326
| -11% | -$496K | 0.21% | 76 |
|
|
2023
Q2 | $5.51M | Sell |
31,609
-279
| -0.9% | -$48.6K | 0.26% | 68 |
|
|
2023
Q1 | $5.26M | Buy |
31,888
+921
| +3% | +$152K | 0.26% | 68 |
|
|
2022
Q4 | $4.58M | Buy |
30,967
+2,647
| +9% | +$391K | 0.25% | 66 |
|
|
2022
Q3 | $3.82M | Buy |
28,320
+2,691
| +10% | +$363K | 0.21% | 72 |
|
|
2022
Q2 | $3.55M | Buy |
25,629
+749
| +3% | +$104K | 0.19% | 85 |
|
|
2022
Q1 | $4.65M | Buy |
24,880
+429
| +2% | +$80.2K | 0.21% | 69 |
|
|
2021
Q4 | $4M | Buy |
24,451
+560
| +2% | +$91.6K | 0.17% | 93 |
|
|
2021
Q3 | $4M | Buy |
23,891
+116
| +0.5% | +$19.4K | 0.19% | 83 |
|
|
2021
Q2 | $3.93M | Buy |
23,775
+865
| +4% | +$143K | 0.19% | 87 |
|
|
2021
Q1 | $3.24M | Buy |
22,910
+11,304
| +97% | +$1.6M | 0.18% | 96 |
|
|
2020
Q4 | $1.4M | Sell |
11,606
-958
| -8% | -$116K | 0.12% | 178 |
|
|
2020
Q3 | $1.26M | Sell |
12,564
-956
| -7% | -$95.9K | 0.12% | 181 |
|
|
2020
Q2 | $1.29M | Sell |
13,520
-1,278
| -9% | -$122K | 0.12% | 168 |
|
|
2020
Q1 | $1.27M | Buy |
14,798
+875
| +6% | +$74.9K | 0.15% | 136 |
|
|
2019
Q4 | $1.73M | Buy |
13,923
+413
| +3% | +$51.4K | 0.15% | 150 |
|
|
2019
Q3 | $1.6M | Sell |
13,510
-434
| -3% | -$51.3K | 0.16% | 151 |
|
|
2019
Q2 | $1.72M | Sell |
13,944
-1,014
| -7% | -$125K | 0.17% | 137 |
|
|
2019
Q1 | $1.64M | Buy |
14,958
+885
| +6% | +$96.7K | 0.18% | 132 |
|
|
2018
Q4 | $1.34M | Buy |
14,073
+956
| +7% | +$91.1K | 0.17% | 141 |
|
|
2018
Q3 | $1.4M | Buy |
13,117
+173
| +1% | +$18.4K | 0.16% | 141 |
|
|
2018
Q2 | $1.27M | Buy |
12,944
+989
| +8% | +$96.9K | 0.16% | 146 |
|
|
2018
Q1 | $1.12M | Sell |
11,955
-1,328
| -10% | -$124K | 0.15% | 160 |
|
|
2017
Q4 | $1.32M | Sell |
13,283
-703
| -5% | -$69.8K | 0.16% | 144 |
|
|
2017
Q3 | $1.27M | Sell |
13,986
-664
| -5% | -$60.1K | 0.16% | 132 |
|
|
2017
Q2 | $1.23M | Buy |
14,650
+1,764
| +14% | +$149K | 0.16% | 149 |
|
|
2017
Q1 | $1.02M | Sell |
12,886
-3,265
| -20% | -$258K | 0.14% | 177 |
|
|
2016
Q4 | $1.2M | Sell |
16,151
-142
| -0.9% | -$10.5K | 0.18% | 126 |
|
|
2016
Q3 | $1.04M | Buy |
16,293
+3,191
| +24% | +$204K | 0.16% | 138 |
|
|
2016
Q2 | $796K | Buy |
13,102
+201
| +2% | +$12.2K | 0.13% | 167 |
|
|
2016
Q1 | $792K | Buy |
12,901
+1,392
| +12% | +$85.5K | 0.14% | 162 |
|
|
2015
Q4 | $800K | Buy |
11,509
+4,767
| +71% | +$331K | 0.14% | 157 |
|
|
2015
Q3 | $500K | Sell |
6,742
-910
| -12% | -$67.5K | 0.1% | 230 |
|
|
2015
Q2 | $595K | Sell |
7,652
-2,093
| -21% | -$163K | 0.11% | 223 |
|
|
2015
Q1 | $761K | Sell |
9,745
-10,235
| -51% | -$799K | 0.13% | 178 |
|
|
2014
Q4 | $1.86M | Buy |
19,980
+198
| +1% | +$18.4K | 0.29% | 66 |
|
|
2014
Q3 | $1.73M | Buy |
19,782
+208
| +1% | +$18.2K | 0.27% | 73 |
|
|
2014
Q2 | $1.86M | Buy |
19,574
+195
| +1% | +$18.5K | 0.3% | 71 |
|
|
2014
Q1 | $1.75M | Buy |
19,379
+639
| +3% | +$57.5K | 0.31% | 75 |
|
|
2013
Q4 | $1.7M | Buy |
18,740
+464
| +3% | +$42.1K | 0.4% | 65 |
|
|
2013
Q3 | $1.38M | Buy |
18,276
+265
| +1% | +$20K | 0.36% | 73 |
|
|
2013
Q2 | $1.35M | Buy |
+18,011
| New | +$1.35M | 0.37% | 71 |
|