WRM
Weybosset Research & Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,150
| Closed | -$341K | – | 37 |
|
|
2024
Q4 | $341K | Hold |
1,150
| – | – | 0.12% | 33 |
|
|
2024
Q3 | $312K | Hold |
1,150
| – | – | 0.11% | 35 |
|
|
2024
Q2 | $266K | Hold |
1,150
| – | – | 0.1% | 35 |
|
|
2024
Q1 | $684 | Hold |
1,150
| – | – | 0.24% | 26 |
|
|
2023
Q4 | $215K | Buy |
+1,150
| New | +$215K | 0.08% | 42 |
|
|
2023
Q3 | – | Sell |
-1,150
| Closed | -$200K | – | 44 |
|
|
2023
Q2 | $200K | Sell |
1,150
-350
| -23% | -$60.9K | 0.07% | 43 |
|
|
2023
Q1 | $247K | Hold |
1,500
| – | – | 0.09% | 48 |
|
|
2022
Q4 | $222K | Hold |
1,500
| – | – | 0.09% | 49 |
|
|
2022
Q3 | $202K | Hold |
1,500
| – | – | 0.09% | 51 |
|
|
2022
Q2 | $208K | Buy |
+1,500
| New | +$208K | 0.1% | 44 |
|
|
2021
Q4 | $327K | Buy |
2,000
+150
| +8% | +$24.5K | 0.12% | 41 |
|
|
2021
Q3 | $310K | Sell |
1,850
-100
| -5% | -$16.8K | 0.13% | 39 |
|
|
2021
Q2 | $322K | Buy |
1,950
+150
| +8% | +$24.8K | 0.13% | 42 |
|
|
2021
Q1 | $255K | Buy |
1,800
+100
| +6% | +$14.2K | 0.11% | 47 |
|
|
2020
Q4 | $206K | Buy |
+1,700
| New | +$206K | 0.09% | 46 |
|