Whalerock Point Partners’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
Q4 | $209K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $336K | Sell |
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|
2017
Q4 | $507K | Buy |
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|
2017
Q3 | $430K | Hold |
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|
2017
Q2 | $400K | Buy |
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|
2017
Q1 | $373K | Hold |
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|
2016
Q4 | $349K | Sell |
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|
2016
Q3 | $434K | Buy |
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|
2016
Q1 | $308K | Sell |
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|
2015
Q4 | $548K | Sell |
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|
2015
Q3 | $595K | Buy |
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|
2015
Q2 | $618K | Buy |
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|
2015
Q1 | $538K | Hold |
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|
2014
Q4 | $641K | Buy |
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|
2014
Q3 | $525K | Hold |
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|
2014
Q2 | $569K | Buy |
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|
2014
Q1 | $527K | Buy |
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|
2013
Q4 | $501K | Buy |
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