Woodward Diversified Capital’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
$411K Buy
1,289
+480
+59% +$153K 0.21% 107
2025
Q1
$218K Buy
809
+63
+8% +$17K 0.15% 123
2024
Q4
$221K Sell
746
-284
-28% -$84.3K 0.16% 118
2024
Q3
$279K Buy
1,030
+88
+9% +$23.9K 0.18% 131
2024
Q2
$218K Buy
+942
New +$218K 0.13% 148