Wellington Shields & Co’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 | $1.59M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.25M | Hold |
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|
2024
Q3 | $1.14M | Hold |
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|
2024
Q2 | $977K | Hold |
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|
2024
Q1 | $961K | Sell |
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|
2023
Q4 | $809K | Hold |
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|
2023
Q3 | $645K | Hold |
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|
2023
Q2 | $753K | Hold |
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|
2023
Q1 | $713K | Buy |
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|
2022
Q4 | $624K | Hold |
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|
2022
Q3 | $569K | Hold |
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|
2022
Q2 | $585K | Sell |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $982K | Sell |
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|
2020
Q3 | $865K | Sell |
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|
2020
Q2 | $950K | Hold |
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|
2020
Q1 | $854K | Buy |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.2M | Sell |
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|
2019
Q1 | $1.09M | Hold |
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|
2018
Q4 | $948K | Buy |
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|
2018
Q3 | $777K | Hold |
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|
2018
Q2 | $715K | Hold |
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|
2018
Q1 | $681K | Hold |
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|
2017
Q4 | $725K | Sell |
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|
2017
Q3 | $769K | Hold |
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|
2017
Q2 | $716K | Hold |
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|
2017
Q1 | $672K | Hold |
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|
2016
Q4 | $630K | Hold |
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|
2016
Q3 | $544K | Hold |
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|
2016
Q2 | $516K | Sell |
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|
2016
Q1 | $565K | Hold |
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|
2015
Q4 | $640K | Hold |
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|
2015
Q3 | $682K | Hold |
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|
2015
Q2 | $715K | Sell |
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|
2015
Q1 | $758K | Buy |
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|
2014
Q4 | $856K | Hold |
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|
2014
Q3 | $805K | Hold |
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|
2014
Q2 | $873K | Buy |
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|
2014
Q1 | $783K | Hold |
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|
2013
Q4 | $789K | Hold |
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|
2013
Q3 | $657K | Hold |
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|
2013
Q2 | $650 | Buy |
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