Westbourne Investment Advisors’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 | $776K | Hold |
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|
2025
Q1 | $655K | Buy |
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|
2024
Q4 | $712K | Hold |
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|
2024
Q3 | $650K | Hold |
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|
2024
Q2 | $555K | Hold |
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|
2024
Q1 | $546K | Hold |
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|
2023
Q4 | $449K | Hold |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $353K | Hold |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $437K | Sell |
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $403K | Sell |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $442K | Sell |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q3 | $323K | Buy |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $356K | Sell |
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|
2019
Q3 | $341K | Buy |
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|
2019
Q2 | $245K | Hold |
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|
2019
Q1 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $218K | Hold |
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|
2018
Q2 | $201K | Sell |
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|
2018
Q1 | $257K | Sell |
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|
2017
Q4 | $293K | Sell |
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|
2017
Q3 | $321K | Sell |
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|
2017
Q2 | $459K | Sell |
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|
2017
Q1 | $502K | Sell |
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|
2016
Q4 | $682K | Sell |
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|
2016
Q3 | $963K | Sell |
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|
2016
Q2 | $1.04M | Sell |
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|
2016
Q1 | $1.29M | Sell |
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|
2015
Q4 | $1.56M | Sell |
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|
2015
Q3 | $1.88M | Sell |
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|
2015
Q2 | $2.13M | Buy |
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