WP 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 | $5.38M | Buy |
16,868
+296
| +2% | +$94.4K | 1.48% | 18 |
|
|
2025
Q1 | $4.46M | Buy |
16,572
+169
| +1% | +$45.5K | 1.48% | 18 |
|
|
2024
Q4 | $4.87M | Buy |
16,403
+39
| +0.2% | +$11.6K | 1.62% | 16 |
|
|
2024
Q3 | $4.44M | Sell |
16,364
-1,364
| -8% | -$370K | 1.62% | 16 |
|
|
2024
Q2 | $4.1M | Sell |
17,728
-256
| -1% | -$59.3K | 1.31% | 21 |
|
|
2024
Q1 | $4.09M | Sell |
17,984
-259
| -1% | -$59K | 1.34% | 21 |
|
|
2023
Q4 | $3.42M | Sell |
18,243
-39
| -0.2% | -$7.31K | 1.27% | 18 |
|
|
2023
Q3 | $2.73M | Sell |
18,282
-41
| -0.2% | -$6.12K | 1.13% | 19 |
|
|
2023
Q2 | $3.19M | Buy |
18,323
+73
| +0.4% | +$12.7K | 1.28% | 16 |
|
|
2023
Q1 | $3.01M | Buy |
18,250
+117
| +0.6% | +$19.3K | 1.24% | 18 |
|
|
2022
Q4 | $2.68M | Sell |
18,133
-78
| -0.4% | -$11.5K | 1.2% | 17 |
|
|
2022
Q3 | $2.46M | Buy |
18,211
+57
| +0.3% | +$7.69K | 1.11% | 18 |
|
|
2022
Q2 | $2.52M | Sell |
18,154
-178
| -1% | -$24.7K | 1.09% | 18 |
|
|
2022
Q1 | $3.43M | Buy |
18,332
+271
| +2% | +$50.7K | 1.41% | 14 |
|
|
2021
Q4 | $2.96M | Sell |
18,061
-147
| -0.8% | -$24.1K | 1.23% | 16 |
|
|
2021
Q3 | $3.05M | Sell |
18,208
-275
| -1% | -$46.1K | 1.25% | 16 |
|
|
2021
Q2 | $3.05M | Sell |
18,483
-81
| -0.4% | -$13.4K | 1.27% | 18 |
|
|
2021
Q1 | $2.63M | Buy |
18,564
+470
| +3% | +$66.5K | 1.13% | 22 |
|
|
2020
Q4 | $2.19M | Buy |
18,094
+107
| +0.6% | +$12.9K | 1.06% | 25 |
|
|
2020
Q3 | $1.8M | Buy |
17,987
+12,518
| +229% | +$1.25M | 1.09% | 25 |
|
|
2020
Q2 | $521K | Buy |
5,469
+27
| +0.5% | +$2.57K | 0.37% | 35 |
|
|
2020
Q1 | $466K | Buy |
5,442
+17
| +0.3% | +$1.46K | 0.45% | 25 |
|
|
2019
Q4 | $675K | Buy |
5,425
+189
| +4% | +$23.5K | 0.7% | 24 |
|
|
2019
Q3 | $619K | Buy |
5,236
+16
| +0.3% | +$1.89K | 0.71% | 24 |
|
|
2019
Q2 | $644K | Buy |
5,220
+17
| +0.3% | +$2.1K | 0.72% | 24 |
|
|
2019
Q1 | $5.69K | Buy |
5,203
+19
| +0.4% | +$21 | 0.62% | 24 |
|
|
2018
Q4 | $494K | Buy |
5,184
+18
| +0.3% | +$1.72K | 0.49% | 29 |
|
|
2018
Q3 | $550K | Sell |
5,166
-54
| -1% | -$5.75K | 0.51% | 24 |
|
|
2018
Q2 | $512K | Buy |
5,220
+17
| +0.3% | +$1.67K | 0.48% | 26 |
|
|
2018
Q1 | $485K | Buy |
5,203
+19
| +0.4% | +$1.77K | 0.52% | 25 |
|
|
2017
Q4 | $515K | Sell |
5,184
-153
| -3% | -$15.2K | 0.5% | 28 |
|
|
2017
Q3 | $483K | Sell |
5,337
-91
| -2% | -$8.24K | 0.36% | 38 |
|
|
2017
Q2 | $457K | Sell |
5,428
-1,129
| -17% | -$95.1K | 0.33% | 40 |
|
|
2017
Q1 | $519K | Buy |
6,557
+81
| +1% | +$6.41K | 0.33% | 38 |
|
|
2016
Q4 | $480K | Buy |
+6,476
| New | +$480K | 0.34% | 37 |
|