Western Financial Corp’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 | $2.42M | Buy |
7,576
+90
| +1% | +$28.7K | 1.3% | 14 |
|
|
2025
Q1 | $2.01M | Buy |
7,486
+1,156
| +18% | +$311K | 1.17% | 18 |
|
|
2024
Q4 | $1.88M | Buy |
6,330
+386
| +6% | +$115K | 1.03% | 22 |
|
|
2024
Q3 | $1.61M | Buy |
5,944
+1,322
| +29% | +$359K | 0.91% | 27 |
|
|
2024
Q2 | $1.07M | Buy |
+4,622
| New | +$1.07M | 0.65% | 39 |
|