WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $958K | Sell |
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|
2024
Q3 | $878K | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $547K | Buy |
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|
2023
Q4 | $439K | Sell |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $492K | Buy |
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|
2023
Q1 | $465K | Sell |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $411K | Buy |
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|
2022
Q1 | $545K | Sell |
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|
2021
Q4 | $504K | Sell |
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|
2021
Q3 | $541K | Sell |
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|
2021
Q2 | $577K | Buy |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | $332K | Buy |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $411K | Sell |
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|
2019
Q3 | $414K | Sell |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $795K | Sell |
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|
2018
Q4 | $695K | Sell |
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|
2018
Q3 | $979K | Hold |
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|
2018
Q2 | $901K | Buy |
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|
2018
Q1 | $750K | Sell |
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|
2017
Q4 | $1.15M | Buy |
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|
2017
Q3 | $1.03M | Hold |
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|
2017
Q2 | $960K | Sell |
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|
2017
Q1 | $923K | Hold |
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|
2016
Q4 | $864K | Sell |
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|
2016
Q3 | $749K | Buy |
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|
2016
Q2 | $700K | Hold |
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|
2016
Q1 | $707K | Sell |
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|
2015
Q4 | $803K | Sell |
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|
2015
Q3 | $954K | Sell |
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|
2015
Q2 | $1.08M | Sell |
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|
2015
Q1 | $1.12M | Buy |
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|
2014
Q4 | $1.2M | Hold |
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|
2014
Q3 | $1.13M | Hold |
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|
2014
Q2 | $1.22M | Sell |
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|
2014
Q1 | $1.16M | Buy |
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|
2013
Q4 | $1.15M | Buy |
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|
2013
Q3 | $808K | Hold |
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|
2013
Q2 | $799K | Buy |
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