Dakota Wealth Management’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 | $5.1M | Buy |
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|
2025
Q1 | $4.2M | Sell |
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|
2024
Q4 | $4.85M | Sell |
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|
2024
Q3 | $4.84M | Sell |
|
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|
2024
Q2 | $4.2M | Buy |
|
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|
2024
Q1 | $4.11M | Buy |
|
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|
2023
Q4 | $855K | Buy |
|
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|
2023
Q3 | $631K | Sell |
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|
2023
Q2 | $887K | Buy |
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|
2023
Q1 | $750K | Sell |
|
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|
2022
Q4 | $1.17M | Sell |
|
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|
2022
Q3 | $1.1M | Sell |
|
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|
2022
Q2 | $1.18M | Sell |
|
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|
2022
Q1 | $1.77M | Buy |
|
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.36M | Sell |
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|
2021
Q2 | $1.76M | Buy |
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|
2021
Q1 | $1.44M | Buy |
|