Asset Dedication LLC’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
Q2 | $7.94M | Sell |
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|
2025
Q1 | $6.82M | Sell |
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|
2024
Q4 | $7.81M | Sell |
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|
2024
Q3 | $8.51M | Sell |
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|
2024
Q2 | $7.99M | Sell |
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|
2024
Q1 | $7.91M | Sell |
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|
2023
Q4 | $6.55M | Sell |
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|
2023
Q3 | $5.39M | Buy |
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|
2023
Q2 | $6.27M | Buy |
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|
2023
Q1 | $5.76M | Buy |
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|
2022
Q4 | $4.94M | Buy |
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|
2022
Q3 | $4.17M | Buy |
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|
2022
Q2 | $4.08M | Sell |
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|
2022
Q1 | $5.78M | Buy |
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|
2021
Q4 | $5M | Buy |
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|
2021
Q3 | $4.7M | Buy |
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|
2021
Q2 | $4.58M | Buy |
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|
2021
Q1 | $2.87M | Sell |
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|
2020
Q4 | $3.04M | Buy |
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|
2020
Q3 | $2.5M | Buy |
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|
2020
Q2 | $2.13M | Buy |
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|
2020
Q1 | $1.77M | Buy |
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|
2019
Q4 | $2.44M | Buy |
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|
2019
Q3 | $1.97M | Sell |
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|
2019
Q2 | $2.09M | Buy |
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|
2019
Q1 | $1.75M | Buy |
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|
2018
Q4 | $1.41M | Sell |
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|
2018
Q3 | $1.66M | Sell |
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|
2018
Q2 | $1.58M | Buy |
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|
2018
Q1 | $1.39M | Buy |
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|
2017
Q4 | $1.45M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $891K | Sell |
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|
2017
Q1 | $898K | Buy |
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|
2016
Q4 | $839K | Buy |
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|
2016
Q3 | $672K | Buy |
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|
2016
Q2 | $600K | Sell |
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|
2016
Q1 | $606K | Buy |
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|
2015
Q4 | $653K | Buy |
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