WCM

Whitener Capital Management’s American Express AXP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$589K	Hold	1,845	–	–	0.16%	98
2025 Q1	$496K	Sell	1,845 -95	-5%	-$25.6K	0.14%	103
2024 Q4	$576K	Hold	1,940	–	–	0.16%	96
2024 Q3	$526K	Sell	1,940 -70	-3%	-$19K	0.15%	99
2024 Q2	$465K	Hold	2,010	–	–	0.14%	102
2024 Q1	$458K	Sell	2,010 -50	-2%	-$11.4K	0.15%	99
2023 Q4	$386K	Hold	2,060	–	–	0.14%	106
2023 Q3	$307K	Hold	2,060	–	–	0.12%	110
2023 Q2	$359K	Hold	2,060	–	–	0.14%	103
2023 Q1	$340K	Hold	2,060	–	–	0.14%	105
2022 Q4	$304K	Hold	2,060	–	–	0.13%	107
2022 Q3	$277K	Hold	2,060	–	–	0.13%	109
2022 Q2	$285K	Hold	2,060	–	–	0.13%	111
2022 Q1	$385K	Sell	2,060 -90	-4%	-$16.8K	0.14%	108
2021 Q4	$351K	Hold	2,150	–	–	0.13%	109
2021 Q3	$259K	Hold	2,150	–	–	0.12%	117
2021 Q2	$355K	Hold	2,150	–	–	0.14%	105
2021 Q1	$304K	Hold	2,150	–	–	0.13%	114
2020 Q4	$259K	Hold	2,150	–	–	0.12%	118
2020 Q3	$215K	Hold	2,150	–	–	0.1%	120
2020 Q2	$204K	Buy	+2,150	New	+$204K	0.11%	126
2020 Q1	–	Sell	-2,150	Closed	-$267K	–	117
2019 Q4	$267K	Hold	2,150	–	–	0.14%	116
2019 Q3	$254K	Hold	2,150	–	–	0.14%	111
2019 Q2	$265K	Hold	2,150	–	–	0.15%	107
2019 Q1	$234K	Sell	2,150 -100	-4%	-$10.9K	0.15%	107
2018 Q4	$214K	Hold	2,250	–	–	0.16%	109
2018 Q3	$239K	Hold	2,250	–	–	0.16%	111
2018 Q2	$220K	Hold	2,250	–	–	0.17%	118
2018 Q1	$209K	Hold	2,250	–	–	0.16%	115
2017 Q4	$223K	Buy	+2,250	New	+$223K	0.19%	106