Westwood Management Corporation’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $300K | Hold |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $808K | Sell |
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|
2022
Q4 | $798K | Hold |
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|
2022
Q3 | $729K | Hold |
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|
2022
Q2 | $749K | Hold |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $883K | Hold |
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|
2021
Q3 | $905K | Hold |
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|
2021
Q2 | $892K | Hold |
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|
2021
Q1 | $764K | Buy |
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|
2020
Q4 | $459K | Hold |
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|
2020
Q3 | $381K | Sell |
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|
2020
Q2 | $724K | Buy |
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|
2020
Q1 | $325K | Hold |
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|
2019
Q4 | $473K | Hold |
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|
2019
Q3 | $449K | Hold |
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|
2019
Q2 | $469K | Hold |
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|
2019
Q1 | $415K | Hold |
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|
2018
Q4 | $362K | Hold |
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|
2018
Q3 | $405K | Hold |
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|
2018
Q2 | $372K | Hold |
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|
2018
Q1 | $354K | Hold |
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|
2017
Q4 | $377K | Hold |
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|
2017
Q3 | $344K | Hold |
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|
2017
Q2 | $320K | Hold |
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|
2017
Q1 | $301K | Hold |
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|
2016
Q4 | $282K | Hold |
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|
2016
Q3 | $243K | Hold |
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|
2016
Q2 | $231K | Hold |
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|
2016
Q1 | $233K | Hold |
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|
2015
Q4 | $264K | Hold |
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|
2015
Q3 | $282K | Hold |
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|
2015
Q2 | $295K | Hold |
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|
2015
Q1 | $297K | Sell |
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|
2014
Q4 | $929K | Sell |
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|
2014
Q3 | $2.96M | Sell |
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|
2014
Q2 | $3.33M | Buy |
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|
2014
Q1 | $720K | Buy |
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|
2013
Q4 | $599K | Buy |
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|
2013
Q3 | $468K | Sell |
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|
2013
Q2 | $1.31M | Buy |
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