Winch Advisory Services’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 | $3.31K | Hold |
10
| – | – | ﹤0.01% | 372 |
|
|
2025
Q1 | $2.78K | Hold |
10
| – | – | ﹤0.01% | 386 |
|
|
2024
Q4 | $3.07K | Sell |
10
-10
| -50% | -$3.07K | ﹤0.01% | 409 |
|
|
2024
Q3 | $5.51K | Hold |
20
| – | – | ﹤0.01% | 306 |
|
|
2024
Q2 | $4.69K | Hold |
20
| – | – | ﹤0.01% | 320 |
|
|
2024
Q1 | $4.61K | Sell |
20
-46
| -70% | -$10.6K | ﹤0.01% | 319 |
|
|
2023
Q4 | $12.4K | Sell |
66
-33
| -33% | -$6.22K | ﹤0.01% | 241 |
|
|
2023
Q3 | $15K | Hold |
99
| – | – | 0.01% | 217 |
|
|
2023
Q2 | $17K | Hold |
99
| – | – | 0.01% | 205 |
|
|
2023
Q1 | $16K | Buy |
99
+1
| +1% | +$162 | 0.01% | 208 |
|
|
2022
Q4 | $15K | Hold |
98
| – | – | 0.01% | 209 |
|
|
2022
Q3 | $13K | Hold |
98
| – | – | 0.01% | 202 |
|
|
2022
Q2 | $14K | Buy |
98
+23
| +31% | +$3.29K | 0.01% | 204 |
|
|
2022
Q1 | $14K | Sell |
75
-24
| -24% | -$4.48K | ﹤0.01% | 224 |
|
|
2021
Q4 | $16K | Buy |
99
+1
| +1% | +$162 | 0.01% | 229 |
|
|
2021
Q3 | $16K | Hold |
98
| – | – | 0.01% | 230 |
|
|
2021
Q2 | $16K | Hold |
98
| – | – | 0.01% | 227 |
|
|
2021
Q1 | $14K | Hold |
98
| – | – | 0.01% | 223 |
|
|
2020
Q4 | $12K | Buy |
98
+52
| +113% | +$6.37K | 0.01% | 208 |
|
|
2020
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 258 |
|
|
2020
Q2 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 269 |
|
|
2019
Q3 | – | Sell |
-23
| Closed | -$3K | – | 357 |
|
|
2019
Q2 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 303 |
|
|
2015
Q2 | – | Sell |
-18
| Closed | -$1K | – | 285 |
|
|
2015
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 292 |
|
|
2014
Q2 | – | Sell |
-5,300
| Closed | -$477K | – | 266 |
|
|
2014
Q1 | $477K | Buy |
+5,300
| New | +$477K | 0.3% | 73 |
|