Woodmont Investment Counsel’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
$2.64M Buy
8,265
+12
+0.1% +$3.83K 0.17% 89
2025
Q1
$2.22M Sell
8,253
-15
-0.2% -$4.04K 0.16% 92
2024
Q4
$2.45M Sell
8,268
-668
-7% -$198K 0.18% 86
2024
Q3
$2.42M Sell
8,936
-135
-1% -$36.6K 0.18% 85
2024
Q2
$2.1M Buy
9,071
+4
+0% +$926 0.17% 89
2024
Q1
$2.06M Sell
9,067
-237
-3% -$54K 0.17% 93
2023
Q4
$1.74M Buy
9,304
+242
+3% +$45.3K 0.16% 98
2023
Q3
$1.35M Sell
9,062
-256
-3% -$38.2K 0.14% 108
2023
Q2
$1.62M Sell
9,318
-300
-3% -$52.3K 0.17% 106
2023
Q1
$1.59M Buy
9,618
+1,077
+13% +$178K 0.17% 103
2022
Q4
$1.26M Sell
8,541
-6
-0.1% -$887 0.14% 112
2022
Q3
$1.15M Buy
8,547
+201
+2% +$27.1K 0.14% 116
2022
Q2
$1.16M Buy
8,346
+200
+2% +$27.7K 0.14% 117
2022
Q1
$1.52M Buy
+8,146
New +$1.52M 0.18% 105