Winthrop Capital Management’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 | $73K | Buy |
+230
| New | +$73K | 0.02% | 165 |
|
2025
Q1 | – | Sell |
-230
| Closed | -$68K | – | 335 |
|
2024
Q4 | $68K | Hold |
230
| – | – | 0.02% | 160 |
|
2024
Q3 | $62K | Hold |
230
| – | – | 0.03% | 82 |
|
2024
Q2 | $53K | Hold |
230
| – | – | 0.03% | 79 |
|
2024
Q1 | $52K | Hold |
230
| – | – | 0.02% | 84 |
|
2023
Q4 | $43.1K | Buy |
+230
| New | +$43.1K | 0.01% | 167 |
|