Westover Capital Advisors’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 | $473K | Hold |
1,482
| – | – | 0.09% | 151 |
|
|
2025
Q1 | $399K | Buy |
1,482
+62
| +4% | +$16.7K | 0.09% | 161 |
|
|
2024
Q4 | $421K | Sell |
1,420
-20
| -1% | -$5.94K | 0.09% | 161 |
|
|
2024
Q3 | $391K | Hold |
1,440
| – | – | 0.08% | 174 |
|
|
2024
Q2 | $333K | Sell |
1,440
-20
| -1% | -$4.63K | 0.09% | 166 |
|
|
2024
Q1 | $332K | Hold |
1,460
| – | – | 0.1% | 140 |
|
|
2023
Q4 | $274K | Hold |
1,460
| – | – | 0.09% | 147 |
|
|
2023
Q3 | $218K | Hold |
1,460
| – | – | 0.08% | 167 |
|
|
2023
Q2 | $254K | Hold |
1,460
| – | – | 0.09% | 154 |
|
|
2023
Q1 | $241K | Hold |
1,460
| – | – | 0.09% | 146 |
|
|
2022
Q4 | $216K | Sell |
1,460
-50
| -3% | -$7.39K | 0.09% | 143 |
|
|
2022
Q3 | $204K | Buy |
+1,510
| New | +$204K | 0.08% | 150 |
|
|
2020
Q2 | – | Sell |
-14,904
| Closed | -$1.28M | – | 110 |
|
|
2020
Q1 | $1.28M | Sell |
14,904
-2,025
| -12% | -$173K | 0.69% | 44 |
|
|
2019
Q4 | $2.11M | Sell |
16,929
-2,197
| -11% | -$273K | 0.94% | 39 |
|
|
2019
Q3 | $2.26M | Sell |
19,126
-1,714
| -8% | -$203K | 1.07% | 35 |
|
|
2019
Q2 | $2.57M | Sell |
20,840
-359
| -2% | -$44.3K | 1.27% | 30 |
|
|
2019
Q1 | $2.32M | Sell |
21,199
-1,466
| -6% | -$160K | 1.2% | 33 |
|
|
2018
Q4 | $2.16M | Buy |
+22,665
| New | +$2.16M | 1.35% | 29 |
|