WF
WoodTrust Financial’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
59,117
+18,132
| +44% | +$4.47M | 1.85% | 17 |
|
|
2025
Q1 | $11M | Sell |
40,985
-21
| -0.1% | -$5.65K | 1.54% | 19 |
|
|
2024
Q4 | $12.2M | Sell |
41,006
-326
| -0.8% | -$96.8K | 1.71% | 17 |
|
|
2024
Q3 | $11.2M | Buy |
41,332
+536
| +1% | +$145K | 1.59% | 20 |
|
|
2024
Q2 | $9.45M | Sell |
40,796
-436
| -1% | -$101K | 1.47% | 21 |
|
|
2024
Q1 | $9.39K | Sell |
41,232
-663
| -2% | -$151 | 1.49% | 22 |
|
|
2023
Q4 | $7.85M | Buy |
41,895
+838
| +2% | +$157K | 1.34% | 23 |
|
|
2023
Q3 | $6.13M | Sell |
41,057
-656
| -2% | -$97.9K | 1.17% | 30 |
|
|
2023
Q2 | $7.27M | Buy |
41,713
+784
| +2% | +$137K | 1.35% | 25 |
|
|
2023
Q1 | $6.75M | Buy |
40,929
+420
| +1% | +$69.3K | 1.31% | 27 |
|
|
2022
Q4 | $5.99M | Sell |
40,509
-129
| -0.3% | -$19.1K | 1.24% | 28 |
|
|
2022
Q3 | $5.48M | Buy |
40,638
+1,098
| +3% | +$148K | 1.23% | 28 |
|
|
2022
Q2 | $5.48M | Buy |
39,540
+1,814
| +5% | +$251K | 1.23% | 29 |
|
|
2022
Q1 | $7.06M | Buy |
37,726
+1,941
| +5% | +$363K | 1.43% | 23 |
|
|
2021
Q4 | $5.86M | Buy |
35,785
+2,833
| +9% | +$464K | 1.21% | 29 |
|
|
2021
Q3 | $5.52M | Buy |
32,952
+4,967
| +18% | +$832K | 1.3% | 27 |
|
|
2021
Q2 | $4.62M | Buy |
27,985
+767
| +3% | +$127K | 1.22% | 31 |
|
|
2021
Q1 | $3.85M | Sell |
27,218
-24,099
| -47% | -$3.41M | 1.13% | 32 |
|
|
2020
Q4 | $6.21M | Buy |
51,317
+4,958
| +11% | +$599K | 1.94% | 21 |
|
|
2020
Q3 | $4.65M | Sell |
46,359
-515
| -1% | -$51.6K | 1.68% | 24 |
|
|
2020
Q2 | $4.46M | Buy |
46,874
+9,660
| +26% | +$920K | 1.78% | 22 |
|
|
2020
Q1 | $3.19M | Sell |
37,214
-714
| -2% | -$61.1K | 1.5% | 27 |
|
|
2019
Q4 | $4.72M | Sell |
37,928
-16
| -0% | -$1.99K | 1.86% | 21 |
|
|
2019
Q3 | $4.49M | Buy |
37,944
+671
| +2% | +$79.4K | 1.93% | 20 |
|
|
2019
Q2 | $4.6M | Buy |
37,273
+980
| +3% | +$121K | 2.07% | 18 |
|
|
2019
Q1 | $3.97M | Buy |
36,293
+1,834
| +5% | +$200K | 1.9% | 21 |
|
|
2018
Q4 | $3.29M | Buy |
34,459
+526
| +2% | +$50.1K | 1.86% | 22 |
|
|
2018
Q3 | $3.61M | Buy |
33,933
+12,539
| +59% | +$1.34M | 1.75% | 19 |
|
|
2018
Q2 | $2.1M | Sell |
21,394
-1,084
| -5% | -$106K | 1.1% | 36 |
|
|
2018
Q1 | $2.1M | Sell |
22,478
-126
| -0.6% | -$11.8K | 1.12% | 35 |
|
|
2017
Q4 | $2.25M | Buy |
+22,604
| New | +$2.25M | 1.19% | 36 |
|