WCMN
Westchester Capital Management (Nebraska)’s American Express AXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $211K | Hold |
660
| – | – | 0.05% | 34 |
|
2025
Q1 | $178K | Hold |
660
| – | – | 0.04% | 34 |
|
2024
Q4 | $196K | Buy |
660
+100
| +18% | +$29.7K | 0.05% | 35 |
|
2024
Q3 | $152K | Hold |
560
| – | – | 0.04% | 35 |
|
2024
Q2 | $130K | Hold |
560
| – | – | 0.03% | 38 |
|
2024
Q1 | $128K | Hold |
560
| – | – | 0.03% | 38 |
|
2023
Q4 | $105K | Hold |
560
| – | – | 0.03% | 40 |
|
2023
Q3 | $83.5K | Hold |
560
| – | – | 0.02% | 40 |
|
2023
Q2 | $97.6K | Hold |
560
| – | – | 0.03% | 39 |
|
2023
Q1 | $92.4K | Hold |
560
| – | – | 0.03% | 39 |
|
2022
Q4 | $82.7K | Hold |
560
| – | – | 0.02% | 39 |
|
2022
Q3 | $76K | Hold |
560
| – | – | 0.02% | 40 |
|
2022
Q2 | $78K | Hold |
560
| – | – | 0.02% | 42 |
|
2022
Q1 | $105K | Hold |
560
| – | – | 0.03% | 38 |
|
2021
Q4 | $92K | Hold |
560
| – | – | 0.02% | 38 |
|
2021
Q3 | $94K | Hold |
560
| – | – | 0.03% | 38 |
|
2021
Q2 | $93K | Hold |
560
| – | – | 0.03% | 37 |
|
2021
Q1 | $79K | Hold |
560
| – | – | 0.02% | 38 |
|
2020
Q4 | $68K | Hold |
560
| – | – | 0.02% | 38 |
|
2020
Q3 | $56K | Hold |
560
| – | – | 0.02% | 35 |
|
2020
Q2 | $53K | Sell |
560
-523
| -48% | -$49.5K | 0.02% | 32 |
|
2020
Q1 | $93K | Hold |
1,083
| – | – | 0.04% | 33 |
|
2019
Q4 | $135K | Buy |
1,083
+583
| +117% | +$72.7K | 0.05% | 34 |
|
2019
Q3 | $59K | Hold |
500
| – | – | 0.02% | 32 |
|
2019
Q2 | $62K | Hold |
500
| – | – | 0.02% | 31 |
|
2019
Q1 | $55K | Hold |
500
| – | – | 0.02% | 31 |
|
2018
Q4 | $48K | Hold |
500
| – | – | 0.02% | 30 |
|
2018
Q3 | $53K | Hold |
500
| – | – | 0.02% | 30 |
|
2018
Q2 | $49K | Hold |
500
| – | – | 0.02% | 30 |
|
2018
Q1 | $47K | Hold |
500
| – | – | 0.02% | 30 |
|
2017
Q4 | $50K | Hold |
500
| – | – | 0.02% | 32 |
|
2017
Q3 | $45K | Hold |
500
| – | – | 0.02% | 32 |
|
2017
Q2 | $42K | Hold |
500
| – | – | 0.02% | 32 |
|
2017
Q1 | $40K | Hold |
500
| – | – | 0.02% | 32 |
|
2016
Q4 | $37K | Hold |
500
| – | – | 0.02% | 32 |
|
2016
Q3 | $32K | Hold |
500
| – | – | 0.02% | 32 |
|
2016
Q2 | $30K | Hold |
500
| – | – | 0.01% | 33 |
|
2016
Q1 | $31K | Hold |
500
| – | – | 0.01% | 35 |
|
2015
Q4 | $35K | Hold |
500
| – | – | 0.02% | 33 |
|
2015
Q3 | $37K | Hold |
500
| – | – | 0.02% | 33 |
|
2015
Q2 | $39K | Hold |
500
| – | – | 0.02% | 34 |
|
2015
Q1 | $39K | Hold |
500
| – | – | 0.02% | 34 |
|
2014
Q4 | $47K | Hold |
500
| – | – | 0.02% | 35 |
|
2014
Q3 | $44K | Hold |
500
| – | – | 0.02% | 37 |
|
2014
Q2 | $47K | Hold |
500
| – | – | 0.02% | 40 |
|
2014
Q1 | $45K | Hold |
500
| – | – | 0.02% | 40 |
|
2013
Q4 | $45K | Hold |
500
| – | – | 0.02% | 39 |
|
2013
Q3 | $38K | Hold |
500
| – | – | 0.02% | 43 |
|
2013
Q2 | $37K | Buy |
+500
| New | +$37K | 0.02% | 43 |
|