Willner & Heller’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 | $232K | Sell |
728
-656
| -47% | -$209K | 0.2% | 138 |
|
|
2025
Q1 | $372K | Buy |
1,384
+28
| +2% | +$7.53K | 0.34% | 101 |
|
|
2024
Q4 | $402K | Buy |
1,356
+73
| +6% | +$21.7K | 0.35% | 94 |
|
|
2024
Q3 | $348K | Buy |
1,283
+196
| +18% | +$53.2K | 0.31% | 109 |
|
|
2024
Q2 | $252K | Buy |
1,087
+43
| +4% | +$9.96K | 0.24% | 128 |
|
|
2024
Q1 | $238K | Buy |
+1,044
| New | +$238K | 0.24% | 127 |
|