Windsor Capital Management’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
Q3 | $490K | Sell |
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|
2025
Q2 | $488K | Hold |
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|
2025
Q1 | $411K | Sell |
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|
2024
Q4 | $483K | Sell |
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|
2024
Q3 | $467K | Sell |
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|
2024
Q2 | $407K | Sell |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $331K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $291K | Buy |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $313K | Sell |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $229K | Sell |
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|
2017
Q4 | $812K | Buy |
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|
2017
Q3 | $659K | Hold |
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|
2017
Q2 | $659K | Buy |
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|
2017
Q1 | $578K | Buy |
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|
2016
Q4 | $525K | Buy |
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|
2016
Q3 | $387K | Sell |
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|
2016
Q2 | $376K | Buy |
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|
2016
Q1 | $281K | Buy |
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|
2015
Q4 | $236K | Sell |
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|
2015
Q3 | $316K | Buy |
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|
2015
Q2 | $331K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $46K | Buy |
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|
2013
Q3 | $26K | Sell |
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|
2013
Q2 | $38K | Buy |
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