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 |
|