Westend Capital Management’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 | $10.8M | Buy |
33,705
+982
| +3% | +$313K | 3.31% | 16 |
|
|
2025
Q1 | $8.8M | Buy |
32,723
+733
| +2% | +$197K | 3.35% | 16 |
|
|
2024
Q4 | $9.49M | Buy |
31,990
+243
| +0.8% | +$72.1K | 2.82% | 19 |
|
|
2024
Q3 | $8.61M | Buy |
31,747
+480
| +2% | +$130K | 2.95% | 16 |
|
|
2024
Q2 | $7.31M | Buy |
31,267
+9,118
| +41% | +$2.13M | 2.57% | 16 |
|
|
2024
Q1 | $5.04M | Buy |
+22,149
| New | +$5.04M | 1.96% | 22 |
|
|
2015
Q2 | – | Sell |
-775
| Closed | -$61K | – | 78 |
|
|
2015
Q1 | $61K | Sell |
775
-16,870
| -96% | -$1.33M | 0.07% | 69 |
|
|
2014
Q4 | $1.64M | Buy |
17,645
+6,725
| +62% | +$626K | 1.89% | 23 |
|
|
2014
Q3 | $902K | Buy |
+10,920
| New | +$902K | 0.98% | 35 |
|