West Branch 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 | $411K | Buy |
1,287
+398
| +45% | +$127K | 0.12% | 57 |
|
|
2025
Q1 | $239K | Sell |
889
-857
| -49% | -$231K | 0.08% | 77 |
|
|
2024
Q4 | $518K | Buy |
1,746
+859
| +97% | +$255K | 0.17% | 54 |
|
|
2024
Q3 | $241K | Buy |
887
+3
| +0.3% | +$814 | 0.08% | 80 |
|
|
2024
Q2 | $205K | Hold |
884
| – | – | 0.08% | 80 |
|
|
2024
Q1 | $201K | Sell |
884
-50
| -5% | -$11.4K | 0.08% | 83 |
|
|
2023
Q4 | $175K | Buy |
934
+50
| +6% | +$9.37K | 0.08% | 83 |
|
|
2023
Q3 | $132K | Sell |
884
-500
| -36% | -$74.6K | 0.07% | 95 |
|
|
2023
Q2 | $241K | Sell |
1,384
-500
| -27% | -$87.1K | 0.12% | 72 |
|
|
2023
Q1 | $311K | Hold |
1,884
| – | – | 0.17% | 61 |
|
|
2022
Q4 | $278K | Buy |
1,884
+1,000
| +113% | +$148K | 0.17% | 63 |
|
|
2022
Q3 | $119K | Hold |
884
| – | – | 0.07% | 102 |
|
|
2022
Q2 | $123K | Hold |
884
| – | – | 0.07% | 101 |
|
|
2022
Q1 | $165K | Hold |
884
| – | – | 0.08% | 95 |
|
|
2021
Q4 | $145K | Hold |
884
| – | – | 0.06% | 113 |
|
|
2021
Q3 | $148K | Hold |
884
| – | – | 0.07% | 104 |
|
|
2021
Q2 | $146K | Buy |
+884
| New | +$146K | 0.07% | 112 |
|