Wedmont Private Capital’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 | $3.82M | Buy |
12,040
+490
| +4% | +$156K | 0.16% | 77 |
|
|
2025
Q1 | $2.9M | Buy |
11,550
+148
| +1% | +$37.2K | 0.15% | 82 |
|
|
2024
Q4 | $3.34M | Buy |
11,402
+1,141
| +11% | +$335K | 0.18% | 71 |
|
|
2024
Q3 | $2.81M | Buy |
10,261
+590
| +6% | +$162K | 0.16% | 76 |
|
|
2024
Q2 | $2.31M | Buy |
9,671
+361
| +4% | +$86.1K | 0.15% | 88 |
|
|
2024
Q1 | $2.05M | Buy |
9,310
+203
| +2% | +$44.6K | 0.15% | 89 |
|
|
2023
Q4 | $1.72M | Buy |
9,107
+607
| +7% | +$115K | 0.14% | 92 |
|
|
2023
Q3 | $1.26M | Sell |
8,500
-177
| -2% | -$26.3K | 0.13% | 102 |
|
|
2023
Q2 | $1.5M | Buy |
8,677
+2,024
| +30% | +$351K | 0.16% | 87 |
|
|
2023
Q1 | $1.07M | Buy |
6,653
+2,292
| +53% | +$369K | 0.14% | 99 |
|
|
2022
Q4 | $655K | Sell |
4,361
-78
| -2% | -$11.7K | 0.1% | 158 |
|
|
2022
Q3 | $599K | Buy |
4,439
+751
| +20% | +$101K | 0.12% | 137 |
|
|
2022
Q2 | $511K | Buy |
3,688
+653
| +22% | +$90.5K | 0.11% | 137 |
|
|
2022
Q1 | $570K | Buy |
3,035
+1,113
| +58% | +$209K | 0.13% | 127 |
|
|
2021
Q4 | $333K | Buy |
+1,922
| New | +$333K | 0.1% | 156 |
|