WIM
Westside Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
812
+100
| +14% | +$32K | 0.05% | 223 |
|
|
2025
Q1 | $192K | Hold |
712
| – | – | 0.04% | 239 |
|
|
2024
Q4 | $211K | Hold |
712
| – | – | 0.04% | 221 |
|
|
2024
Q3 | $177K | Hold |
712
| – | – | 0.04% | 252 |
|
|
2024
Q2 | $163K | Buy |
712
+19
| +3% | +$4.36K | 0.04% | 249 |
|
|
2024
Q1 | $158K | Hold |
693
| – | – | 0.04% | 249 |
|
|
2023
Q4 | $130K | Hold |
693
| – | – | 0.03% | 249 |
|
|
2023
Q3 | $103K | Hold |
693
| – | – | 0.03% | 269 |
|
|
2023
Q2 | $121K | Hold |
693
| – | – | 0.03% | 254 |
|
|
2023
Q1 | $107K | Hold |
693
| – | – | 0.03% | 264 |
|
|
2022
Q4 | $59.1K | Hold |
693
| – | – | 0.15% | 118 |
|
|
2022
Q3 | $54K | Hold |
693
| – | – | 0.13% | 122 |
|
|
2022
Q2 | $55.5K | Hold |
693
| – | – | 0.13% | 120 |
|
|
2022
Q1 | $74.9K | Hold |
693
| – | – | 0.16% | 112 |
|
|
2021
Q4 | $65.5K | Hold |
693
| – | – | 0.15% | 108 |
|
|
2021
Q3 | $67.1K | Hold |
693
| – | – | 0.15% | 106 |
|
|
2021
Q2 | $66.1K | Hold |
693
| – | – | 0.15% | 104 |
|
|
2021
Q1 | $56.6K | Sell |
693
-200
| -22% | -$16.3K | 0.15% | 105 |
|
|
2020
Q4 | $72.6K | Sell |
893
-300
| -25% | -$24.4K | 0.2% | 83 |
|
|
2020
Q3 | $60.2K | Hold |
1,193
| – | – | 0.03% | 82 |
|
|
2020
Q2 | $57.2K | Buy |
1,193
+100
| +9% | +$4.79K | 0.03% | 67 |
|
|
2020
Q1 | $51.4K | Buy |
+1,093
| New | +$51.4K | 0.04% | 83 |
|
|
2019
Q2 | $60 | Buy |
+493
| New | +$60 | ﹤0.01% | 293 |
|
|
2018
Q4 | $104K | Sell |
1,093
-502
| -31% | -$47.9K | 0.04% | 207 |
|
|
2018
Q3 | $171K | Buy |
1,595
+644
| +68% | +$69.1K | 0.05% | 160 |
|
|
2018
Q2 | $94.1K | Buy |
951
+33
| +4% | +$3.27K | 0.03% | 234 |
|
|
2018
Q1 | $83.5K | Sell |
918
-626
| -41% | -$57K | 0.05% | 229 |
|
|
2017
Q4 | $155K | Sell |
1,544
-25
| -2% | -$2.5K | 0.08% | 173 |
|
|
2017
Q3 | $144K | Buy |
1,569
+33
| +2% | +$3.03K | 0.09% | 165 |
|
|
2017
Q2 | $129K | Buy |
1,536
+8
| +0.5% | +$674 | 0.08% | 168 |
|
|
2017
Q1 | $119K | Buy |
1,528
+410
| +37% | +$31.9K | 0.06% | 174 |
|
|
2016
Q4 | $86K | Buy |
+1,118
| New | +$86K | 0.06% | 152 |
|