Wilmington Savings Fund Society’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 | $8.74M | Sell |
27,410
-3,150
| -10% | -$1M | 0.16% | 113 |
|
|
2025
Q1 | $8.22M | Sell |
30,560
-2,379
| -7% | -$640K | 0.15% | 123 |
|
|
2024
Q4 | $9.78M | Buy |
32,939
+1,511
| +5% | +$448K | 0.18% | 106 |
|
|
2024
Q3 | $8.52M | Buy |
31,428
+23,432
| +293% | +$6.35M | 0.15% | 122 |
|
|
2024
Q2 | $1.85M | Sell |
7,996
-95
| -1% | -$22K | 0.07% | 171 |
|
|
2024
Q1 | $1.84M | Buy |
+8,091
| New | +$1.84M | 0.07% | 174 |
|
|
2023
Q3 | $1.21M | Sell |
8,082
-19
| -0.2% | -$2.84K | 0.05% | 186 |
|
|
2023
Q2 | $1.41M | Sell |
8,101
-130
| -2% | -$22.6K | 0.06% | 181 |
|
|
2023
Q1 | $1.36M | Buy |
8,231
+275
| +3% | +$45.3K | 0.06% | 179 |
|
|
2022
Q4 | $1.18M | Sell |
7,956
-541
| -6% | -$79.9K | 0.05% | 193 |
|
|
2022
Q3 | $1.15M | Buy |
8,497
+198
| +2% | +$26.7K | 0.06% | 191 |
|
|
2022
Q2 | $1.15M | Sell |
8,299
-708
| -8% | -$98.2K | 0.05% | 197 |
|
|
2022
Q1 | $1.69M | Sell |
9,007
-105
| -1% | -$19.6K | 0.07% | 182 |
|
|
2021
Q4 | $1.49M | Sell |
9,112
-51
| -0.6% | -$8.35K | 0.05% | 199 |
|
|
2021
Q3 | $1.54M | Sell |
9,163
-500
| -5% | -$83.8K | 0.06% | 200 |
|
|
2021
Q2 | $1.6M | Buy |
9,663
+355
| +4% | +$58.6K | 0.06% | 199 |
|
|
2021
Q1 | $1.32M | Sell |
9,308
-266
| -3% | -$37.6K | 0.05% | 203 |
|
|
2020
Q4 | $1.16M | Buy |
9,574
+49
| +0.5% | +$5.93K | 0.05% | 211 |
|
|
2020
Q3 | $955K | Sell |
9,525
-762
| -7% | -$76.4K | 0.04% | 219 |
|
|
2020
Q2 | $979K | Sell |
10,287
-125
| -1% | -$11.9K | 0.05% | 211 |
|
|
2020
Q1 | $891K | Sell |
10,412
-649
| -6% | -$55.5K | 0.05% | 203 |
|
|
2019
Q4 | $1.38M | Sell |
11,061
-818
| -7% | -$102K | 0.07% | 166 |
|
|
2019
Q3 | $1.41M | Sell |
11,879
-1,595
| -12% | -$189K | 0.08% | 164 |
|
|
2019
Q2 | $1.66M | Sell |
13,474
-2,120
| -14% | -$262K | 0.09% | 154 |
|
|
2019
Q1 | $1.7M | Buy |
15,594
+516
| +3% | +$56.4K | 0.09% | 157 |
|
|
2018
Q4 | $1.44M | Buy |
15,078
+1,137
| +8% | +$108K | 0.09% | 166 |
|
|
2018
Q3 | $1.49M | Sell |
13,941
-96
| -0.7% | -$10.2K | 0.08% | 174 |
|
|
2018
Q2 | $1.38M | Buy |
14,037
+450
| +3% | +$44.1K | 0.08% | 175 |
|
|
2018
Q1 | $1.27M | Hold |
13,587
| – | – | 0.07% | 182 |
|
|
2017
Q4 | $1.35M | Sell |
13,587
-5,308
| -28% | -$527K | 0.07% | 186 |
|
|
2017
Q3 | $1.71M | Buy |
18,895
+210
| +1% | +$19K | 0.1% | 176 |
|
|
2017
Q2 | $1.57M | Sell |
18,685
-401
| -2% | -$33.8K | 0.09% | 181 |
|
|
2017
Q1 | $1.51M | Sell |
19,086
-130
| -0.7% | -$10.3K | 0.09% | 179 |
|
|
2016
Q4 | $1.42M | Sell |
19,216
-2,058
| -10% | -$152K | 0.09% | 182 |
|
|
2016
Q3 | $1.36M | Sell |
21,274
-366
| -2% | -$23.4K | 0.09% | 185 |
|
|
2016
Q2 | $1.32M | Sell |
21,640
-3,247
| -13% | -$197K | 0.08% | 190 |
|
|
2016
Q1 | $1.53M | Sell |
24,887
-1,887
| -7% | -$116K | 0.1% | 182 |
|
|
2015
Q4 | $1.86M | Sell |
26,774
-423
| -2% | -$29.4K | 0.12% | 171 |
|
|
2015
Q3 | $2.02M | Sell |
27,197
-943
| -3% | -$69.9K | 0.13% | 166 |
|
|
2015
Q2 | $2.19M | Buy |
28,140
+459
| +2% | +$35.7K | 0.13% | 168 |
|
|
2015
Q1 | $2.16M | Sell |
27,681
-944
| -3% | -$73.8K | 0.12% | 168 |
|
|
2014
Q4 | $2.66M | Buy |
28,625
+1,246
| +5% | +$116K | 0.15% | 158 |
|
|
2014
Q3 | $2.4M | Buy |
27,379
+23
| +0.1% | +$2.01K | 0.14% | 169 |
|
|
2014
Q2 | $2.6M | Hold |
27,356
| – | – | 0.14% | 166 |
|
|
2014
Q1 | $2.46M | Sell |
27,356
-359
| -1% | -$32.3K | 0.14% | 171 |
|
|
2013
Q4 | $2.52M | Sell |
27,715
-381
| -1% | -$34.6K | 0.14% | 172 |
|
|
2013
Q3 | $2.12M | Sell |
28,096
-113
| -0.4% | -$8.54K | 0.13% | 179 |
|
|
2013
Q2 | $2.11M | Buy |
+28,209
| New | +$2.11M | 0.14% | 180 |
|