West Family Investments’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 | $746K | Buy |
2,339
+543
| +30% | +$173K | 0.19% | 111 |
|
|
2025
Q1 | $483K | Sell |
1,796
-22
| -1% | -$5.92K | 0.18% | 114 |
|
|
2024
Q4 | $540K | Sell |
1,818
-24
| -1% | -$7.12K | 0.19% | 111 |
|
|
2024
Q3 | $500K | Buy |
1,842
+709
| +63% | +$192K | 0.17% | 123 |
|
|
2024
Q2 | $262K | Sell |
1,133
-2
| -0.2% | -$463 | 0.08% | 194 |
|
|
2024
Q1 | $258K | Buy |
+1,135
| New | +$258K | 0.08% | 205 |
|
|
2023
Q4 | – | Sell |
-1,530
| Closed | -$228K | – | 240 |
|
|
2023
Q3 | $228K | Buy |
1,530
+12
| +0.8% | +$1.79K | 0.08% | 193 |
|
|
2023
Q2 | $264K | Buy |
+1,518
| New | +$264K | 0.1% | 180 |
|
|
2023
Q1 | – | Sell |
-1,518
| Closed | -$224K | – | 202 |
|
|
2022
Q4 | $224K | Buy |
+1,518
| New | +$224K | 0.08% | 202 |
|
|
2022
Q3 | – | Sell |
-1,765
| Closed | -$245K | – | 224 |
|
|
2022
Q2 | $245K | Buy |
1,765
+12
| +0.7% | +$1.67K | 0.1% | 189 |
|
|
2022
Q1 | $328K | Hold |
1,753
| – | – | 0.09% | 178 |
|
|
2021
Q4 | $287K | Sell |
1,753
-427
| -20% | -$69.9K | 0.08% | 212 |
|
|
2021
Q3 | $365K | Buy |
2,180
+315
| +17% | +$52.7K | 0.09% | 182 |
|
|
2021
Q2 | $308K | Buy |
+1,865
| New | +$308K | 0.08% | 221 |
|
|
2017
Q1 | – | Sell |
-30,000
| Closed | -$2.22M | – | 87 |
|
|
2016
Q4 | $2.22M | Hold |
30,000
| – | – | 0.39% | 46 |
|
|
2016
Q3 | $1.92M | Hold |
30,000
| – | – | 0.36% | 51 |
|
|
2016
Q2 | $1.82M | Hold |
30,000
| – | – | 0.33% | 55 |
|
|
2016
Q1 | $1.84M | Buy |
+30,000
| New | +$1.84M | 0.3% | 51 |
|