Westside Investment Management’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
Q3 | $302K | Buy |
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|
2025
Q2 | $259K | Buy |
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|
2025
Q1 | $192K | Hold |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $177K | Hold |
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|
2024
Q2 | $163K | Buy |
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|
2024
Q1 | $158K | Hold |
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|
2023
Q4 | $130K | Hold |
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|
2023
Q3 | $103K | Hold |
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|
2023
Q2 | $121K | Hold |
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|
2023
Q1 | $107K | Hold |
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|
2022
Q4 | $59.1K | Hold |
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|
2022
Q3 | $54K | Hold |
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|
2022
Q2 | $55.5K | Hold |
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|
2022
Q1 | $74.9K | Hold |
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|
2021
Q4 | $65.5K | Hold |
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|
2021
Q3 | $67.1K | Hold |
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|
2021
Q2 | $66.1K | Hold |
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|
2021
Q1 | $56.6K | Sell |
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|
2020
Q4 | $72.6K | Sell |
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|
2020
Q3 | $60.2K | Hold |
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|
2020
Q2 | $57.2K | Buy |
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|
2020
Q1 | $51.4K | Buy |
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|
2019
Q2 | $60 | Buy |
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|
2018
Q4 | $104K | Sell |
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|
2018
Q3 | $171K | Buy |
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|
2018
Q2 | $94.1K | Buy |
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|
2018
Q1 | $83.5K | Sell |
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|
2017
Q4 | $155K | Sell |
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|
2017
Q3 | $144K | Buy |
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|
2017
Q2 | $129K | Buy |
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|
2017
Q1 | $119K | Buy |
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|
2016
Q4 | $86K | Buy |
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