WPA
West Paces Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-545
| Closed | -$147K | – | 231 |
|
|
2025
Q1 | $147K | Hold |
545
| – | – | 0.03% | 162 |
|
|
2024
Q4 | $162K | Buy |
545
+5
| +0.9% | +$1.48K | 0.04% | 155 |
|
|
2024
Q3 | $146K | Sell |
540
-15
| -3% | -$4.07K | 0.04% | 170 |
|
|
2024
Q2 | $129K | Sell |
555
-29
| -5% | -$6.72K | 0.03% | 159 |
|
|
2024
Q1 | $133K | Buy |
584
+72
| +14% | +$16.4K | 0.04% | 160 |
|
|
2023
Q4 | $95.9K | Buy |
512
+15
| +3% | +$2.81K | 0.03% | 175 |
|
|
2023
Q3 | $74.1K | Hold |
497
| – | – | 0.02% | 191 |
|
|
2023
Q2 | $86.6K | Sell |
497
-45
| -8% | -$7.84K | 0.03% | 184 |
|
|
2023
Q1 | $89.4K | Buy |
542
+150
| +38% | +$24.7K | 0.03% | 181 |
|
|
2022
Q4 | $57.9K | Sell |
392
-29
| -7% | -$4.29K | 0.02% | 210 |
|
|
2022
Q3 | $56.8K | Hold |
421
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $58.4K | Sell |
421
-16
| -4% | -$2.22K | 0.02% | 205 |
|
|
2022
Q1 | $81.7K | Sell |
437
-18
| -4% | -$3.37K | 0.03% | 192 |
|
|
2021
Q4 | $74.4K | Buy |
455
+18
| +4% | +$2.95K | 0.02% | 201 |
|
|
2021
Q3 | $73.2K | Hold |
437
| – | – | 0.03% | 189 |
|
|
2021
Q2 | $72.2K | Buy |
437
+16
| +4% | +$2.64K | 0.03% | 177 |
|
|
2021
Q1 | $59.5K | Buy |
421
+104
| +33% | +$14.7K | 0.02% | 175 |
|
|
2020
Q4 | $38.3K | Hold |
317
| – | – | 0.02% | 203 |
|
|
2020
Q3 | $31.8K | Hold |
317
| – | – | 0.02% | 207 |
|
|
2020
Q2 | $30.2K | Hold |
317
| – | – | 0.02% | 214 |
|
|
2020
Q1 | $27.1K | Sell |
317
-95
| -23% | -$8.13K | 0.02% | 216 |
|
|
2019
Q4 | $51.3K | Hold |
412
| – | – | 0.03% | 188 |
|
|
2019
Q3 | $48.7K | Hold |
412
| – | – | 0.03% | 181 |
|
|
2019
Q2 | $50.9K | Hold |
412
| – | – | 0.03% | 173 |
|
|
2019
Q1 | $45K | Hold |
412
| – | – | 0.03% | 182 |
|
|
2018
Q4 | $39.3K | Hold |
412
| – | – | 0.03% | 190 |
|
|
2018
Q3 | $43.9K | Hold |
412
| – | – | 0.03% | 189 |
|
|
2018
Q2 | $40.4K | Buy |
412
+29
| +8% | +$2.84K | 0.03% | 192 |
|
|
2018
Q1 | $35.7K | Hold |
383
| – | – | 0.03% | 196 |
|
|
2017
Q4 | $38K | Hold |
383
| – | – | 0.03% | 205 |
|
|
2017
Q3 | $34.6K | Sell |
383
-84
| -18% | -$7.6K | 0.03% | 209 |
|
|
2017
Q2 | $39.3K | Sell |
467
-1,830
| -80% | -$154K | 0.03% | 189 |
|
|
2017
Q1 | $182K | Hold |
2,297
| – | – | 0.14% | 108 |
|
|
2016
Q4 | $170K | Buy |
+2,297
| New | +$170K | 0.16% | 114 |
|