Westwood Holdings Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-175
| Closed | -$26K | – | 498 |
|
|
2022
Q4 | $26K | Buy |
+175
| New | +$26K | ﹤0.01% | 537 |
|
|
2020
Q1 | – | Sell |
-166
| Closed | -$21K | – | 415 |
|
|
2019
Q4 | $21K | Sell |
166
-7,814
| -98% | -$989K | ﹤0.01% | 514 |
|
|
2019
Q3 | $944K | Sell |
7,980
-853
| -10% | -$101K | 0.01% | 340 |
|
|
2019
Q2 | $1.09M | Sell |
8,833
-1,078
| -11% | -$133K | 0.01% | 343 |
|
|
2019
Q1 | $1.08M | Sell |
9,911
-820
| -8% | -$89.6K | 0.01% | 315 |
|
|
2018
Q4 | $1.02M | Sell |
10,731
-497
| -4% | -$47.4K | 0.01% | 297 |
|
|
2018
Q3 | $1.2M | Sell |
11,228
-1,198
| -10% | -$128K | 0.01% | 299 |
|
|
2018
Q2 | $1.22M | Sell |
12,426
-470
| -4% | -$46.1K | 0.01% | 315 |
|
|
2018
Q1 | $1.2M | Buy |
+12,896
| New | +$1.2M | 0.01% | 316 |
|