Wolff Wiese Magana’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 | $3.14M | Sell |
9,846
-208
| -2% | -$66.4K | 1.94% | 10 |
|
|
2025
Q1 | $2.71M | Buy |
10,054
+125
| +1% | +$33.6K | 1.84% | 11 |
|
|
2024
Q4 | $2.95M | Buy |
9,929
+270
| +3% | +$80.1K | 1.95% | 12 |
|
|
2024
Q3 | $2.62M | Buy |
9,659
+136
| +1% | +$36.9K | 1.79% | 14 |
|
|
2024
Q2 | $2.21M | Buy |
9,523
+8,658
| +1,001% | +$2M | 1.75% | 16 |
|
|
2024
Q1 | $197K | Hold |
865
| – | – | 0.17% | 85 |
|
|
2023
Q4 | $162K | Buy |
865
+5
| +0.6% | +$937 | 0.15% | 87 |
|
|
2023
Q3 | $128K | Sell |
860
-5
| -0.6% | -$746 | 0.1% | 121 |
|
|
2023
Q2 | $151K | Sell |
865
-5
| -0.6% | -$871 | 0.12% | 111 |
|
|
2023
Q1 | $144K | Sell |
870
-155
| -15% | -$25.6K | 0.12% | 115 |
|
|
2022
Q4 | $151K | Sell |
1,025
-414
| -29% | -$61.2K | 0.13% | 111 |
|
|
2022
Q3 | $194K | Sell |
1,439
-93
| -6% | -$12.5K | 0.16% | 106 |
|
|
2022
Q2 | $212K | Sell |
1,532
-254
| -14% | -$35.1K | 0.15% | 107 |
|
|
2022
Q1 | $334K | Sell |
1,786
-46
| -3% | -$8.6K | 0.22% | 88 |
|
|
2021
Q4 | $300K | Buy |
1,832
+12
| +0.7% | +$1.97K | 0.19% | 100 |
|
|
2021
Q3 | $305K | Buy |
1,820
+291
| +19% | +$48.8K | 0.22% | 102 |
|
|
2021
Q2 | $252K | Buy |
1,529
+53
| +4% | +$8.74K | 0.18% | 106 |
|
|
2021
Q1 | $209K | Sell |
1,476
-2
| -0.1% | -$283 | 0.16% | 113 |
|
|
2020
Q4 | $179K | Buy |
+1,478
| New | +$179K | 0.15% | 121 |
|