Wimmer Associates 1’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	$478K	Hold	1,500	–	–	0.24%	76
2025 Q1	$453K	Hold	1,500	–	–	0.24%	78
2024 Q4	$445K	Hold	1,500	–	–	0.22%	77
2024 Q3	$407K	Hold	1,500	–	–	0.2%	83
2024 Q2	$347K	Hold	1,500	–	–	0.18%	89
2024 Q1	$342K	Hold	1,500	–	–	0.18%	91
2023 Q4	$281K	Hold	1,500	–	–	0.16%	96
2023 Q3	$224K	Hold	1,500	–	–	0.14%	103
2023 Q2	$261K	Hold	1,500	–	–	0.16%	101
2023 Q1	$225K	Hold	1,500	–	–	0.14%	104
2022 Q4	$222K	Hold	1,500	–	–	0.15%	105
2022 Q3	$223K	Hold	1,500	–	–	0.15%	108
2022 Q2	$208K	Sell	1,500 -30	-2%	-$4.16K	0.14%	108
2022 Q1	$286K	Hold	1,530	–	–	0.16%	100
2021 Q4	$250K	Sell	1,530 -10	-0.6%	-$1.63K	0.13%	109
2021 Q3	$258K	Hold	1,540	–	–	0.15%	107
2021 Q2	$254K	Hold	1,540	–	–	0.15%	106
2021 Q1	$218K	Buy	+1,540	New	+$218K	0.12%	112