Westover Capital Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Hold |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $421K | Sell |
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|
2024
Q3 | $391K | Hold |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $204K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $2.11M | Sell |
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|
2019
Q3 | $2.26M | Sell |
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|
2019
Q2 | $2.57M | Sell |
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|
2019
Q1 | $2.32M | Sell |
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|
2018
Q4 | $2.16M | Buy |
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