West Coast Financial’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 | – | Sell |
-3,949
| Closed | -$1.06M | – | 16 |
|
|
2025
Q1 | $1.06M | Hold |
3,949
| – | – | 0.12% | 77 |
|
|
2024
Q4 | $1.17M | Hold |
3,949
| – | – | 0.13% | 74 |
|
|
2024
Q3 | $1.07M | Hold |
3,949
| – | – | 0.12% | 82 |
|
|
2024
Q2 | $914K | Buy |
3,949
+24
| +0.6% | +$5.56K | 0.11% | 82 |
|
|
2024
Q1 | $894K | Buy |
3,925
+50
| +1% | +$11.4K | 0.11% | 80 |
|
|
2023
Q4 | $726K | Buy |
+3,875
| New | +$726K | 0.1% | 83 |
|