WIS
Wright Investors Service’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.21M | Sell |
22,617
-196
| -0.9% | -$62.5K | 2.18% | 10 |
|
|
2025
Q1 | $6.14M | Buy |
22,813
+6,990
| +44% | +$1.88M | 2.03% | 13 |
|
|
2024
Q4 | $4.7M | Sell |
15,823
-2,371
| -13% | -$704K | 1.53% | 19 |
|
|
2024
Q3 | $4.93M | Buy |
18,194
+30
| +0.2% | +$8.14K | 1.29% | 21 |
|
|
2024
Q2 | $4.21M | Buy |
18,164
+278
| +2% | +$64.4K | 1.11% | 24 |
|
|
2024
Q1 | $4.07M | Sell |
17,886
-7,192
| -29% | -$1.64M | 1.03% | 30 |
|
|
2023
Q4 | $4.7M | Sell |
25,078
-5,653
| -18% | -$1.06M | 1.32% | 16 |
|
|
2023
Q3 | $4.58M | Buy |
30,731
+4,444
| +17% | +$663K | 1.33% | 20 |
|
|
2023
Q2 | $4.58M | Buy |
26,287
+637
| +2% | +$111K | 1.29% | 18 |
|
|
2023
Q1 | $4.23M | Buy |
25,650
+6,165
| +32% | +$1.02M | 1.2% | 21 |
|
|
2022
Q4 | $2.88M | Sell |
19,485
-795
| -4% | -$117K | 0.83% | 43 |
|
|
2022
Q3 | $2.74M | Buy |
20,280
+8,248
| +69% | +$1.11M | 0.86% | 37 |
|
|
2022
Q2 | $1.67M | Buy |
12,032
+298
| +3% | +$41.3K | 0.48% | 70 |
|
|
2022
Q1 | $2.19M | Buy |
11,734
+662
| +6% | +$124K | 0.55% | 62 |
|
|
2021
Q4 | $1.81M | Buy |
11,072
+523
| +5% | +$85.5K | 0.46% | 72 |
|
|
2021
Q3 | $1.77M | Buy |
10,549
+259
| +3% | +$43.4K | 0.5% | 68 |
|
|
2021
Q2 | $1.7M | Buy |
10,290
+1,210
| +13% | +$200K | 0.46% | 76 |
|
|
2021
Q1 | $1.28M | Sell |
9,080
-4,279
| -32% | -$605K | 0.39% | 82 |
|
|
2020
Q4 | $1.62M | Sell |
13,359
-1,340
| -9% | -$162K | 0.55% | 60 |
|
|
2020
Q3 | $1.47M | Sell |
14,699
-1,294
| -8% | -$130K | 0.52% | 60 |
|
|
2020
Q2 | $1.52M | Sell |
15,993
-27,015
| -63% | -$2.57M | 0.58% | 52 |
|
|
2020
Q1 | $3.68M | Sell |
43,008
-4,373
| -9% | -$374K | 1.59% | 19 |
|
|
2019
Q4 | $5.9M | Buy |
47,381
+54
| +0.1% | +$6.72K | 2.02% | 8 |
|
|
2019
Q3 | $5.6M | Sell |
47,327
-7,028
| -13% | -$831K | 2.01% | 10 |
|
|
2019
Q2 | $6.71M | Buy |
54,355
+334
| +0.6% | +$41.2K | 2.56% | 5 |
|
|
2019
Q1 | $5.9M | Sell |
54,021
-4,581
| -8% | -$501K | 2.39% | 8 |
|
|
2018
Q4 | $5.59M | Buy |
58,602
+3,363
| +6% | +$321K | 2.39% | 10 |
|
|
2018
Q3 | $5.88M | Buy |
55,239
+10,554
| +24% | +$1.12M | 2.15% | 11 |
|
|
2018
Q2 | $4.38M | Buy |
44,685
+11,096
| +33% | +$1.09M | 1.74% | 14 |
|
|
2018
Q1 | $3.13M | Buy |
33,589
+57
| +0.2% | +$5.32K | 1.08% | 27 |
|
|
2017
Q4 | $3.33M | Buy |
33,532
+5,628
| +20% | +$559K | 1.12% | 27 |
|
|
2017
Q3 | $2.52M | Buy |
27,904
+1,759
| +7% | +$159K | 0.92% | 29 |
|
|
2017
Q2 | $2.2M | Buy |
26,145
+250
| +1% | +$21.1K | 0.83% | 36 |
|
|
2017
Q1 | $2.05M | Buy |
25,895
+3,770
| +17% | +$298K | 0.83% | 31 |
|
|
2016
Q4 | $1.64M | Buy |
22,125
+4,785
| +28% | +$354K | 0.71% | 38 |
|
|
2016
Q3 | $1.11M | Buy |
+17,340
| New | +$1.11M | 0.46% | 75 |
|
|
2014
Q4 | – | Sell |
-3,765
| Closed | -$330K | – | 217 |
|
|
2014
Q3 | $330K | Sell |
3,765
-755
| -17% | -$66.2K | 0.16% | 167 |
|
|
2014
Q2 | $429K | Sell |
4,520
-462
| -9% | -$43.8K | 0.19% | 154 |
|
|
2014
Q1 | $449K | Sell |
4,982
-135
| -3% | -$12.2K | 0.2% | 150 |
|
|
2013
Q4 | $464K | Sell |
5,117
-5
| -0.1% | -$453 | 0.2% | 146 |
|
|
2013
Q3 | $387K | Sell |
5,122
-2,892
| -36% | -$219K | 0.18% | 164 |
|
|
2013
Q2 | $599K | Buy |
+8,014
| New | +$599K | 0.28% | 108 |
|