WAM
Wilson Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-67,910
| Closed | -$10M | – | 27 |
|
|
2022
Q4 | $10M | Hold |
67,910
| – | – | 3.05% | 15 |
|
|
2022
Q3 | $9.16M | Hold |
67,910
| – | – | 3.08% | 14 |
|
|
2022
Q2 | $9.41M | Sell |
67,910
-16,386
| -19% | -$2.27M | 2.81% | 17 |
|
|
2022
Q1 | $15.8M | Buy |
+84,296
| New | +$15.8M | 3.93% | 12 |
|