West Branch Capital’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
Q3 | $630K | Buy |
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|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $518K | Buy |
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|
2024
Q3 | $241K | Buy |
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|
2024
Q2 | $205K | Hold |
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|
2024
Q1 | $201K | Sell |
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|
2023
Q4 | $175K | Buy |
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|
2023
Q3 | $132K | Sell |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $119K | Hold |
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|
2022
Q2 | $123K | Hold |
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|
2022
Q1 | $165K | Hold |
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|
2021
Q4 | $145K | Hold |
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|
2021
Q3 | $148K | Hold |
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|
2021
Q2 | $146K | Buy |
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