WP Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.62M | Buy |
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|
2025
Q2 | $5.38M | Buy |
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|
2025
Q1 | $4.46M | Buy |
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|
2024
Q4 | $4.87M | Buy |
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|
2024
Q3 | $4.44M | Sell |
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|
2024
Q2 | $4.1M | Sell |
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|
2024
Q1 | $4.09M | Sell |
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|
2023
Q4 | $3.42M | Sell |
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|
2023
Q3 | $2.73M | Sell |
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|
2023
Q2 | $3.19M | Buy |
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|
2023
Q1 | $3.01M | Buy |
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|
2022
Q4 | $2.68M | Sell |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $2.52M | Sell |
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|
2022
Q1 | $3.43M | Buy |
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|
2021
Q4 | $2.96M | Sell |
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|
2021
Q3 | $3.05M | Sell |
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|
2021
Q2 | $3.05M | Sell |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $2.19M | Buy |
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|
2020
Q3 | $1.8M | Buy |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | $466K | Buy |
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|
2019
Q4 | $675K | Buy |
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|
2019
Q3 | $619K | Buy |
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|
2019
Q2 | $644K | Buy |
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|
2019
Q1 | $5.69K | Buy |
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|
2018
Q4 | $494K | Buy |
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|
2018
Q3 | $550K | Sell |
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|
2018
Q2 | $512K | Buy |
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|
2018
Q1 | $485K | Buy |
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|
2017
Q4 | $515K | Sell |
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|
2017
Q3 | $483K | Sell |
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|
2017
Q2 | $457K | Sell |
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|
2017
Q1 | $519K | Buy |
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|
2016
Q4 | $480K | Buy |
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