Western Pacific Wealth 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 | $202K | Hold |
634
| – | – | 0.19% | 63 |
|
|
2025
Q1 | $171K | Hold |
634
| – | – | 0.15% | 72 |
|
|
2024
Q4 | $188K | Hold |
634
| – | – | 0.15% | 68 |
|
|
2024
Q3 | $172K | Hold |
634
| – | – | 0.11% | 71 |
|
|
2024
Q2 | $147K | Hold |
634
| – | – | 0.11% | 66 |
|
|
2024
Q1 | $144K | Hold |
634
| – | – | 0.1% | 72 |
|
|
2023
Q4 | $119K | Buy |
+634
| New | +$119K | 0.09% | 76 |
|