Wilkins Investment Counsel’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
7,932
-600
| -7% | -$191K | 0.36% | 50 |
|
|
2025
Q1 | $2.3M | Sell |
8,532
-310
| -4% | -$83.4K | 0.33% | 56 |
|
|
2024
Q4 | $2.62M | Sell |
8,842
-990
| -10% | -$294K | 0.38% | 53 |
|
|
2024
Q3 | $2.67M | Sell |
9,832
-1,250
| -11% | -$339K | 0.37% | 53 |
|
|
2024
Q2 | $2.57M | Buy |
11,082
+170
| +2% | +$39.4K | 0.38% | 52 |
|
|
2024
Q1 | $2.48M | Buy |
+10,912
| New | +$2.48M | 0.36% | 52 |
|