Wisconsin 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 | $7.45M | Buy |
23,348
+636
| +3% | +$203K | 4.11% | 8 |
|
|
2025
Q1 | $6.11M | Sell |
22,712
-715
| -3% | -$192K | 3.89% | 8 |
|
|
2024
Q4 | $6.95M | Sell |
23,427
-342
| -1% | -$102K | 3.82% | 8 |
|
|
2024
Q3 | $6.45M | Buy |
23,769
+12
| +0.1% | +$3.25K | 3.38% | 11 |
|
|
2024
Q2 | $5.5M | Buy |
23,757
+480
| +2% | +$111K | 2.79% | 12 |
|
|
2024
Q1 | $5.3M | Buy |
23,277
+119
| +0.5% | +$27.1K | 2.78% | 14 |
|
|
2023
Q4 | $4.34M | Buy |
23,158
+333
| +1% | +$62.4K | 2.58% | 17 |
|
|
2023
Q3 | $3.41M | Sell |
22,825
-345
| -1% | -$51.5K | 2.25% | 19 |
|
|
2023
Q2 | $4.04M | Sell |
23,170
-350
| -1% | -$61K | 2.61% | 17 |
|
|
2023
Q1 | $3.88M | Buy |
23,520
+18,685
| +386% | +$3.08M | 2.64% | 14 |
|
|
2022
Q4 | $714K | Sell |
4,835
-21,085
| -81% | -$3.12M | 0.54% | 38 |
|
|
2022
Q3 | $3.5M | Buy |
25,920
+3,021
| +13% | +$408K | 2.74% | 14 |
|
|
2022
Q2 | $3.17M | Buy |
22,899
+5,459
| +31% | +$757K | 2.13% | 20 |
|
|
2022
Q1 | $3.26M | Buy |
+17,440
| New | +$3.26M | 1.57% | 26 |
|
|
2020
Q4 | – | Sell |
-47,940
| Closed | -$4.81M | – | 59 |
|
|
2020
Q3 | $4.81M | Buy |
+47,940
| New | +$4.81M | 2.22% | 22 |
|
|
2020
Q2 | – | Sell |
-54,235
| Closed | -$4.64M | – | 44 |
|
|
2020
Q1 | $4.64M | Sell |
54,235
-115
| -0.2% | -$9.85K | 3.05% | 16 |
|
|
2019
Q4 | $6.77M | Buy |
54,350
+3,250
| +6% | +$405K | 3.31% | 7 |
|
|
2019
Q3 | $6.04M | Buy |
51,100
+1,000
| +2% | +$118K | 3.21% | 8 |
|
|
2019
Q2 | $6.18M | Buy |
50,100
+16,100
| +47% | +$1.99M | 3.32% | 6 |
|
|
2019
Q1 | $3.72M | Hold |
34,000
| – | – | 3.31% | 6 |
|
|
2018
Q4 | $3.24M | Buy |
+34,000
| New | +$3.24M | 3.43% | 6 |
|
|
2014
Q4 | $5.24M | Sell |
56,357
-2,050
| -4% | -$191K | 1.86% | 17 |
|
|
2014
Q3 | $5.11M | Sell |
58,407
-208
| -0.4% | -$18.2K | 1.89% | 17 |
|
|
2014
Q2 | $5.56M | Sell |
58,615
-1,670
| -3% | -$158K | 2.04% | 16 |
|
|
2014
Q1 | $5.43M | Sell |
60,285
-5,500
| -8% | -$495K | 2.09% | 15 |
|
|
2013
Q4 | $5.97M | Sell |
65,785
-2,950
| -4% | -$268K | 2.35% | 12 |
|
|
2013
Q3 | $5.19M | Sell |
68,735
-4,450
| -6% | -$336K | 2.21% | 13 |
|
|
2013
Q2 | $5.47M | Buy |
+73,185
| New | +$5.47M | 2.32% | 11 |
|