WCM
Windsor Capital Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Hold |
1,529
| – | – | 0.14% | 86 |
|
|
2025
Q1 | $411K | Sell |
1,529
-97
| -6% | -$26.1K | 0.13% | 92 |
|
|
2024
Q4 | $483K | Sell |
1,626
-96
| -6% | -$28.5K | 0.14% | 87 |
|
|
2024
Q3 | $467K | Sell |
1,722
-34
| -2% | -$9.22K | 0.14% | 89 |
|
|
2024
Q2 | $407K | Sell |
1,756
-13
| -0.7% | -$3.01K | 0.13% | 89 |
|
|
2024
Q1 | $403K | Buy |
1,769
+1
| +0.1% | +$228 | 0.12% | 87 |
|
|
2023
Q4 | $331K | Buy |
1,768
+2
| +0.1% | +$375 | 0.11% | 91 |
|
|
2023
Q3 | $263K | Buy |
1,766
+2
| +0.1% | +$298 | 0.09% | 95 |
|
|
2023
Q2 | $307K | Buy |
1,764
+2
| +0.1% | +$348 | 0.1% | 91 |
|
|
2023
Q1 | $291K | Buy |
1,762
+1
| +0.1% | +$165 | 0.1% | 94 |
|
|
2022
Q4 | $260K | Sell |
1,761
-128
| -7% | -$18.9K | 0.09% | 96 |
|
|
2022
Q3 | $254K | Sell |
1,889
-12
| -0.6% | -$1.61K | 0.1% | 97 |
|
|
2022
Q2 | $263K | Buy |
1,901
+1
| +0.1% | +$138 | 0.09% | 100 |
|
|
2022
Q1 | $355K | Buy |
1,900
+1
| +0.1% | +$187 | 0.11% | 89 |
|
|
2021
Q4 | $310K | Buy |
1,899
+1
| +0.1% | +$163 | 0.09% | 100 |
|
|
2021
Q3 | $317K | Buy |
1,898
+2
| +0.1% | +$334 | 0.1% | 96 |
|
|
2021
Q2 | $313K | Sell |
1,896
-30
| -2% | -$4.95K | 0.1% | 99 |
|
|
2021
Q1 | $272K | Sell |
1,926
-496
| -20% | -$70K | 0.09% | 100 |
|
|
2020
Q4 | $292K | Buy |
2,422
+422
| +21% | +$50.9K | 0.11% | 97 |
|
|
2020
Q3 | $200K | Buy |
+2,000
| New | +$200K | 0.08% | 109 |
|
|
2020
Q1 | – | Sell |
-1,906
| Closed | -$237K | – | 117 |
|
|
2019
Q4 | $237K | Buy |
+1,906
| New | +$237K | 0.1% | 112 |
|
|
2018
Q2 | – | Sell |
-2,459
| Closed | -$229K | – | 117 |
|
|
2018
Q1 | $229K | Sell |
2,459
-5,725
| -70% | -$533K | 0.11% | 109 |
|
|
2017
Q4 | $812K | Buy |
8,184
+356
| +5% | +$35.3K | 0.38% | 54 |
|
|
2017
Q3 | $659K | Hold |
7,828
| – | – | 0.33% | 60 |
|
|
2017
Q2 | $659K | Buy |
7,828
+512
| +7% | +$43.1K | 0.33% | 60 |
|
|
2017
Q1 | $578K | Buy |
7,316
+224
| +3% | +$17.7K | 0.3% | 69 |
|
|
2016
Q4 | $525K | Buy |
7,092
+1,048
| +17% | +$77.6K | 0.28% | 76 |
|
|
2016
Q3 | $387K | Sell |
6,044
-153
| -2% | -$9.8K | 0.21% | 89 |
|
|
2016
Q2 | $376K | Buy |
6,197
+1,607
| +35% | +$97.5K | 0.22% | 89 |
|
|
2016
Q1 | $281K | Buy |
4,590
+1,187
| +35% | +$72.7K | 0.17% | 95 |
|
|
2015
Q4 | $236K | Sell |
3,403
-872
| -20% | -$60.5K | 0.15% | 100 |
|
|
2015
Q3 | $316K | Buy |
4,275
+14
| +0.3% | +$1.04K | 0.19% | 86 |
|
|
2015
Q2 | $331K | Buy |
+4,261
| New | +$331K | 0.19% | 85 |
|
|
2014
Q1 | – | Sell |
-504
| Closed | -$46K | – | 98 |
|
|
2013
Q4 | $46K | Buy |
504
+154
| +44% | +$14.1K | 0.03% | 178 |
|
|
2013
Q3 | $26K | Sell |
350
-157
| -31% | -$11.7K | 0.02% | 244 |
|
|
2013
Q2 | $38K | Buy |
+507
| New | +$38K | 0.02% | 187 |
|