WOC
West Oak Capital’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7K | Buy |
13,062
+200
| +2% | +$638 | 1.63% | 17 |
|
|
2025
Q1 | $34.6K | Sell |
12,862
-1,405
| -10% | -$3.78K | 1.34% | 17 |
|
|
2024
Q4 | $42.3M | Sell |
14,267
-15
| -0.1% | -$44.5K | 1.5% | 15 |
|
|
2024
Q3 | $38.7K | Sell |
14,282
-380
| -3% | -$1.03K | 0.72% | 17 |
|
|
2024
Q2 | $3.39M | Buy |
14,662
+1,185
| +9% | +$274K | 1.37% | 15 |
|
|
2024
Q1 | $3.07M | Buy |
13,477
+260
| +2% | +$59.2K | 1.31% | 19 |
|
|
2023
Q4 | $2.41M | Buy |
13,217
+123
| +0.9% | +$22.4K | 1.13% | 24 |
|
|
2023
Q3 | $1.95M | Sell |
13,094
-46
| -0.4% | -$6.86K | 0.97% | 34 |
|
|
2023
Q2 | $2.29M | Buy |
13,140
+248
| +2% | +$43.2K | 1.11% | 30 |
|
|
2023
Q1 | $2.13M | Sell |
12,892
-1,345
| -9% | -$222K | 1.08% | 30 |
|
|
2022
Q4 | $2.1M | Sell |
14,237
-715
| -5% | -$106K | 1.1% | 35 |
|
|
2022
Q3 | $2.02M | Sell |
14,952
-80
| -0.5% | -$10.8K | 1.09% | 30 |
|
|
2022
Q2 | $2.08M | Sell |
15,032
-693
| -4% | -$96.1K | 1.09% | 34 |
|
|
2022
Q1 | $2.94M | Sell |
15,725
-510
| -3% | -$95.4K | 1.33% | 20 |
|
|
2021
Q4 | $2.66M | Sell |
16,235
-475
| -3% | -$77.7K | 0.98% | 32 |
|
|
2021
Q3 | $2.8M | Sell |
16,710
-745
| -4% | -$125K | 1.09% | 24 |
|
|
2021
Q2 | $2.88M | Sell |
17,455
-445
| -2% | -$73.5K | 1.14% | 24 |
|
|
2021
Q1 | $2.53M | Sell |
17,900
-70
| -0.4% | -$9.9K | 1.08% | 28 |
|
|
2020
Q4 | $2.17M | Buy |
17,970
+785
| +5% | +$94.9K | 1.01% | 33 |
|
|
2020
Q3 | $1.72M | Sell |
17,185
-990
| -5% | -$99.3K | 0.95% | 43 |
|
|
2020
Q2 | $1.73M | Buy |
18,175
+1,160
| +7% | +$110K | 0.98% | 42 |
|
|
2020
Q1 | $1.46M | Buy |
17,015
+500
| +3% | +$42.8K | 1% | 42 |
|
|
2019
Q4 | $2.06M | Sell |
16,515
-1,470
| -8% | -$183K | 1.16% | 33 |
|
|
2019
Q3 | $2.13M | Sell |
17,985
-25
| -0.1% | -$2.96K | 1.25% | 31 |
|
|
2019
Q2 | $2.22M | Buy |
18,010
+145
| +0.8% | +$17.9K | 1.33% | 21 |
|
|
2019
Q1 | $1.95M | Buy |
17,865
+395
| +2% | +$43.2K | 1.22% | 25 |
|
|
2018
Q4 | $1.67M | Sell |
17,470
-20
| -0.1% | -$1.91K | 1.18% | 26 |
|
|
2018
Q3 | $1.86M | Buy |
17,490
+75
| +0.4% | +$7.99K | 1.08% | 32 |
|
|
2018
Q2 | $1.71M | Buy |
17,415
+120
| +0.7% | +$11.8K | 1.04% | 29 |
|
|
2018
Q1 | $1.61M | Sell |
17,295
-500
| -3% | -$46.6K | 0.96% | 33 |
|
|
2017
Q4 | $1.77M | Sell |
17,795
-605
| -3% | -$60.1K | 1.08% | 27 |
|
|
2017
Q3 | $1.66M | Sell |
18,400
-180
| -1% | -$16.3K | 0.99% | 34 |
|
|
2017
Q2 | $1.57M | Buy |
18,580
+5
| +0% | +$421 | 0.95% | 39 |
|
|
2017
Q1 | $1.47M | Buy |
18,575
+1,040
| +6% | +$82.3K | 0.9% | 41 |
|
|
2016
Q4 | $1.3M | Sell |
17,535
-2,835
| -14% | -$210K | 0.87% | 45 |
|
|
2016
Q3 | $1.3M | Buy |
20,370
+385
| +2% | +$24.7K | 0.9% | 45 |
|
|
2016
Q2 | $1.21M | Sell |
19,985
-315
| -2% | -$19.1K | 0.88% | 47 |
|
|
2016
Q1 | $1.25M | Sell |
20,300
-1,550
| -7% | -$95.2K | 0.96% | 43 |
|
|
2015
Q4 | $1.52M | Buy |
21,850
+675
| +3% | +$46.9K | 1.18% | 29 |
|
|
2015
Q3 | $1.57M | Buy |
21,175
+260
| +1% | +$19.3K | 1.27% | 24 |
|
|
2015
Q2 | $1.63M | Sell |
20,915
-410
| -2% | -$31.9K | 1.21% | 22 |
|
|
2015
Q1 | $1.67M | Buy |
21,325
+34
| +0.2% | +$2.66K | 1.22% | 23 |
|
|
2014
Q4 | $1.98M | Buy |
21,291
+461
| +2% | +$42.9K | 1.44% | 13 |
|
|
2014
Q3 | $1.82M | Sell |
20,830
-170
| -0.8% | -$14.9K | 1.37% | 18 |
|
|
2014
Q2 | $1.99M | Sell |
21,000
-160
| -0.8% | -$15.2K | 1.44% | 8 |
|
|
2014
Q1 | $1.91M | Sell |
21,160
-740
| -3% | -$66.6K | 1.4% | 10 |
|
|
2013
Q4 | $1.99M | Sell |
21,900
-425
| -2% | -$38.6K | 1.46% | 4 |
|
|
2013
Q3 | $1.69M | Buy |
22,325
+200
| +0.9% | +$15.1K | 1.32% | 14 |
|
|
2013
Q2 | $1.65M | Buy |
+22,125
| New | +$1.65M | 1.38% | 15 |
|