Westwood Management Corporation’s American Express AXP Stock Holding History

Westwood Management Corporation’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$300K	Hold	1,600	–	–	0.11%	27
2023 Q3	$239K	Hold	1,600	–	–	0.03%	51
2023 Q2	$279K	Sell	1,600 -3,300	-67%	-$575K	0.04%	55
2023 Q1	$808K	Sell	4,900 -500	-9%	-$82.4K	0.1%	40
2022 Q4	$798K	Hold	5,400	–	–	0.11%	37
2022 Q3	$729K	Hold	5,400	–	–	0.1%	39
2022 Q2	$749K	Hold	5,400	–	–	0.09%	39
2022 Q1	$1.01M	Hold	5,400	–	–	0.1%	41
2021 Q4	$883K	Hold	5,400	–	–	0.07%	47
2021 Q3	$905K	Hold	5,400	–	–	0.07%	44
2021 Q2	$892K	Hold	5,400	–	–	0.07%	44
2021 Q1	$764K	Buy	5,400 +1,600	+42%	+$226K	0.07%	46
2020 Q4	$459K	Hold	3,800	–	–	0.04%	52
2020 Q3	$381K	Sell	3,800 -3,800	-50%	-$381K	0.03%	50
2020 Q2	$724K	Buy	7,600 +3,800	+100%	+$362K	0.07%	41
2020 Q1	$325K	Hold	3,800	–	–	0.04%	51
2019 Q4	$473K	Hold	3,800	–	–	0.06%	50
2019 Q3	$449K	Hold	3,800	–	–	0.06%	57
2019 Q2	$469K	Hold	3,800	–	–	0.06%	59
2019 Q1	$415K	Hold	3,800	–	–	0.06%	56
2018 Q4	$362K	Hold	3,800	–	–	0.06%	58
2018 Q3	$405K	Hold	3,800	–	–	0.05%	59
2018 Q2	$372K	Hold	3,800	–	–	0.05%	62
2018 Q1	$354K	Hold	3,800	–	–	0.05%	62
2017 Q4	$377K	Hold	3,800	–	–	0.05%	64
2017 Q3	$344K	Hold	3,800	–	–	0.05%	65
2017 Q2	$320K	Hold	3,800	–	–	0.05%	67
2017 Q1	$301K	Hold	3,800	–	–	0.05%	67
2016 Q4	$282K	Hold	3,800	–	–	0.05%	65
2016 Q3	$243K	Hold	3,800	–	–	0.04%	69
2016 Q2	$231K	Hold	3,800	–	–	0.04%	65
2016 Q1	$233K	Hold	3,800	–	–	0.04%	69
2015 Q4	$264K	Hold	3,800	–	–	0.05%	65
2015 Q3	$282K	Hold	3,800	–	–	0.05%	68
2015 Q2	$295K	Hold	3,800	–	–	0.05%	69
2015 Q1	$297K	Sell	3,800 -6,190	-62%	-$484K	0.05%	73
2014 Q4	$929K	Sell	9,990 -23,800	-70%	-$2.21M	0.16%	47
2014 Q3	$2.96M	Sell	33,790 -1,360	-4%	-$119K	0.53%	31
2014 Q2	$3.34M	Buy	35,150 +27,150	+339%	+$2.58M	0.55%	33
2014 Q1	$720K	Buy	8,000 +1,400	+21%	+$126K	0.12%	49
2013 Q4	$599K	Buy	6,600 +400	+6%	+$36.3K	0.1%	57
2013 Q3	$468K	Sell	6,200 -11,300	-65%	-$853K	0.09%	67
2013 Q2	$1.31M	Buy	+17,500	New	+$1.31M	0.28%	44