West Family Investments’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 | $746K | Buy |
|
|||||
|
2025
Q1 | $483K | Sell |
|
|||||
|
2024
Q4 | $540K | Sell |
|
|||||
|
2024
Q3 | $500K | Buy |
|
|||||
|
2024
Q2 | $262K | Sell |
|
|||||
|
2024
Q1 | $258K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $228K | Buy |
|
|||||
|
2023
Q2 | $264K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $224K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $245K | Buy |
|
|||||
|
2022
Q1 | $328K | Hold |
|
|||||
|
2021
Q4 | $287K | Sell |
|
|||||
|
2021
Q3 | $365K | Buy |
|
|||||
|
2021
Q2 | $308K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $2.22M | Hold |
|
|||||
|
2016
Q3 | $1.92M | Hold |
|
|||||
|
2016
Q2 | $1.82M | Hold |
|
|||||
|
2016
Q1 | $1.84M | Buy |
|