Western 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 | $2.7M | Buy |
8,473
+405
| +5% | +$129K | 0.16% | 130 |
|
|
2025
Q1 | $2.17M | Sell |
8,068
-12
| -0.1% | -$3.23K | 0.14% | 142 |
|
|
2024
Q4 | $2.4M | Sell |
8,080
-447
| -5% | -$133K | 0.16% | 129 |
|
|
2024
Q3 | $2.31M | Buy |
8,527
+1,023
| +14% | +$277K | 0.13% | 162 |
|
|
2024
Q2 | $1.74M | Buy |
7,504
+267
| +4% | +$61.8K | 0.13% | 142 |
|
|
2024
Q1 | $1.65M | Sell |
7,237
-1,021
| -12% | -$232K | 0.13% | 155 |
|
|
2023
Q4 | $1.55M | Sell |
8,258
-180
| -2% | -$33.7K | 0.11% | 189 |
|
|
2023
Q3 | $1.26M | Sell |
8,438
-239
| -3% | -$35.7K | 0.11% | 203 |
|
|
2023
Q2 | $1.51M | Sell |
8,677
-49
| -0.6% | -$8.54K | 0.13% | 166 |
|
|
2023
Q1 | $1.44M | Buy |
8,726
+348
| +4% | +$57.4K | 0.13% | 171 |
|
|
2022
Q4 | $1.24M | Sell |
8,378
-6,670
| -44% | -$986K | 0.13% | 181 |
|
|
2022
Q3 | $2.05M | Sell |
15,048
-3,813
| -20% | -$520K | 0.12% | 181 |
|
|
2022
Q2 | $2.62M | Sell |
18,861
-3,017
| -14% | -$420K | 0.15% | 149 |
|
|
2022
Q1 | $4.09M | Buy |
21,878
+14,328
| +190% | +$2.68M | 0.2% | 109 |
|
|
2021
Q4 | $1.23M | Buy |
+7,550
| New | +$1.23M | 0.12% | 167 |
|
|
2021
Q2 | $1.24M | Buy |
7,561
+418
| +6% | +$68.7K | 0.13% | 173 |
|
|
2021
Q1 | $1.01M | Buy |
7,143
+725
| +11% | +$103K | 0.14% | 161 |
|
|
2020
Q4 | $776K | Buy |
6,418
+469
| +8% | +$56.7K | 0.11% | 193 |
|
|
2020
Q3 | $596K | Buy |
5,949
+191
| +3% | +$19.1K | 0.1% | 208 |
|
|
2020
Q2 | $548K | Buy |
5,758
+218
| +4% | +$20.7K | 0.1% | 210 |
|
|
2020
Q1 | $481K | Sell |
5,540
-359
| -6% | -$31.2K | 0.11% | 188 |
|
|
2019
Q4 | $734K | Sell |
5,899
-172
| -3% | -$21.4K | 0.11% | 176 |
|
|
2019
Q3 | $717K | Buy |
6,071
+172
| +3% | +$20.3K | 0.15% | 157 |
|
|
2019
Q2 | $730K | Sell |
5,899
-577
| -9% | -$71.4K | 0.1% | 168 |
|
|
2019
Q1 | $710K | Sell |
6,476
-145
| -2% | -$15.9K | 0.16% | 150 |
|
|
2018
Q4 | $632K | Buy |
+6,621
| New | +$632K | 0.17% | 150 |
|