World Investment Advisors’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
$2.31M Buy
7,253
+638
+10% +$204K 0.05% 345
2025
Q1
$1.78M Buy
6,615
+558
+9% +$150K 0.05% 370
2024
Q4
$1.8M Buy
6,057
+1,292
+27% +$383K 0.05% 345
2024
Q3
$1.29M Buy
4,765
+3,867
+431% +$1.05M 0.04% 377
2024
Q2
$208K Buy
+898
New +$208K 0.01% 588