Wimmer Associates 1’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Hold |
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|
2025
Q1 | $453K | Hold |
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|
2024
Q4 | $445K | Hold |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $281K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $222K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $254K | Hold |
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|
2021
Q1 | $218K | Buy |
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