Weik Capital Management’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 | $1.64M | Hold |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.42M | Hold |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $884K | Buy |
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|
2023
Q2 | $900K | Buy |
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|
2023
Q1 | $848K | Sell |
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|
2022
Q4 | $771K | Sell |
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|
2022
Q3 | $719K | Buy |
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|
2022
Q2 | $737K | Buy |
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|
2022
Q1 | $777K | Sell |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $676K | Buy |
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|
2021
Q2 | $630K | Hold |
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|
2021
Q1 | $539K | Hold |
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|
2020
Q4 | $461K | Sell |
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|
2020
Q3 | $399K | Hold |
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|
2020
Q2 | $379K | Buy |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $414K | Hold |
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $410K | Sell |
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|
2019
Q1 | $366K | Sell |
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|
2018
Q4 | $322K | Hold |
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|
2018
Q3 | $359K | Hold |
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|
2018
Q2 | $331K | Hold |
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|
2018
Q1 | $315K | Sell |
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|
2017
Q4 | $343K | Hold |
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|
2017
Q3 | $312K | Hold |
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|
2017
Q2 | $291K | Hold |
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|
2017
Q1 | $273K | Buy |
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|
2016
Q4 | $248K | Sell |
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|
2016
Q3 | $235K | Buy |
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|
2016
Q2 | $211K | Hold |
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|
2016
Q1 | $213K | Sell |
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|
2015
Q4 | $290K | Sell |
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|
2015
Q3 | $343K | Sell |
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|
2015
Q2 | $445K | Buy |
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|
2015
Q1 | $412K | Sell |
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|
2014
Q4 | $495K | Hold |
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|
2014
Q3 | $466K | Sell |
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|
2014
Q2 | $562K | Hold |
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|
2014
Q1 | $533K | Sell |
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|
2013
Q4 | $542K | Sell |
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|
2013
Q3 | $466K | Sell |
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|
2013
Q2 | $463K | Buy |
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