Wittenberg Investment 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
Q2 | $606K | Hold |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $715K | Hold |
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|
2024
Q3 | $654K | Hold |
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|
2024
Q2 | $558K | Hold |
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|
2024
Q1 | $549K | Hold |
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|
2023
Q4 | $451K | Hold |
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|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $420K | Hold |
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|
2023
Q1 | $398K | Hold |
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|
2022
Q4 | $356K | Hold |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $334K | Hold |
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|
2022
Q1 | $451K | Sell |
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|
2021
Q4 | $460K | Sell |
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|
2021
Q3 | $538K | Hold |
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|
2021
Q2 | $530K | Hold |
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|
2021
Q1 | $454K | Hold |
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|
2020
Q4 | $388K | Hold |
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|
2020
Q3 | $322K | Sell |
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|
2020
Q2 | $363K | Hold |
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|
2020
Q1 | $326K | Hold |
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|
2019
Q4 | $474K | Buy |
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|
2019
Q3 | $273K | Sell |
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|
2019
Q2 | $310K | Sell |
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|
2019
Q1 | $422K | Hold |
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|
2018
Q4 | $368K | Hold |
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|
2018
Q3 | $411K | Hold |
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|
2018
Q2 | $378K | Hold |
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|
2018
Q1 | $360K | Hold |
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|
2017
Q4 | $383K | Hold |
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|
2017
Q3 | $349K | Hold |
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|
2017
Q2 | $325K | Hold |
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|
2017
Q1 | $305K | Sell |
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|
2016
Q4 | $805K | Buy |
|