Wolff Wiese Magana’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
Q3 | $3.25M | Sell |
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|
2025
Q2 | $3.14M | Sell |
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|
2025
Q1 | $2.71M | Buy |
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|
2024
Q4 | $2.95M | Buy |
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|
2024
Q3 | $2.62M | Buy |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $197K | Hold |
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|
2023
Q4 | $162K | Buy |
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|
2023
Q3 | $128K | Sell |
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|
2023
Q2 | $151K | Sell |
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|
2023
Q1 | $144K | Sell |
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|
2022
Q4 | $151K | Sell |
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|
2022
Q3 | $194K | Sell |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $179K | Buy |
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