West Coast Financial’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
Sell
2025
Q1
$1.06M Hold
2024
Q4
$1.17M Hold
2024
Q3
$1.07M Hold
2024
Q2
$914K Buy
2024
Q1
$894K Buy
2023
Q4
$726K Buy