WIM

Wittenberg Investment Management’s American Express AXP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$606K	Hold	1,900	–	–	0.26%	42
2025 Q1	$511K	Sell	1,900 -510	-21%	-$137K	0.23%	45
2024 Q4	$715K	Hold	2,410	–	–	0.28%	44
2024 Q3	$654K	Hold	2,410	–	–	0.21%	50
2024 Q2	$558K	Hold	2,410	–	–	0.19%	55
2024 Q1	$549K	Hold	2,410	–	–	0.19%	59
2023 Q4	$451K	Hold	2,410	–	–	0.16%	62
2023 Q3	$360K	Hold	2,410	–	–	0.13%	64
2023 Q2	$420K	Hold	2,410	–	–	0.15%	61
2023 Q1	$398K	Hold	2,410	–	–	0.15%	64
2022 Q4	$356K	Hold	2,410	–	–	0.15%	64
2022 Q3	$325K	Hold	2,410	–	–	0.14%	65
2022 Q2	$334K	Hold	2,410	–	–	0.14%	66
2022 Q1	$451K	Sell	2,410 -400	-14%	-$74.9K	0.17%	55
2021 Q4	$460K	Sell	2,810 -400	-12%	-$65.5K	0.17%	59
2021 Q3	$538K	Hold	3,210	–	–	0.21%	52
2021 Q2	$530K	Hold	3,210	–	–	0.21%	46
2021 Q1	$454K	Hold	3,210	–	–	0.21%	44
2020 Q4	$388K	Hold	3,210	–	–	0.19%	48
2020 Q3	$322K	Sell	3,210 -600	-16%	-$60.2K	0.17%	54
2020 Q2	$363K	Hold	3,810	–	–	0.2%	49
2020 Q1	$326K	Hold	3,810	–	–	0.18%	53
2019 Q4	$474K	Buy	3,810 +1,500	+65%	+$187K	0.18%	55
2019 Q3	$273K	Sell	2,310 -200	-8%	-$23.6K	0.12%	64
2019 Q2	$310K	Sell	2,510 -1,350	-35%	-$167K	0.13%	62
2019 Q1	$422K	Hold	3,860	–	–	0.18%	58
2018 Q4	$368K	Hold	3,860	–	–	0.17%	60
2018 Q3	$411K	Hold	3,860	–	–	0.17%	57
2018 Q2	$378K	Hold	3,860	–	–	0.16%	62
2018 Q1	$360K	Hold	3,860	–	–	0.15%	60
2017 Q4	$383K	Hold	3,860	–	–	0.17%	55
2017 Q3	$349K	Hold	3,860	–	–	0.15%	58
2017 Q2	$325K	Hold	3,860	–	–	0.15%	57
2017 Q1	$305K	Sell	3,860 -7,000	-64%	-$553K	0.15%	61
2016 Q4	$805K	Buy	+10,860	New	+$805K	0.37%	41