Dakota Wealth Management’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 | $5.1M | Buy |
15,979
+352
| +2% | +$112K | 0.11% | 156 |
|
|
2025
Q1 | $4.2M | Sell |
15,627
-728
| -4% | -$196K | 0.1% | 169 |
|
|
2024
Q4 | $4.85M | Sell |
16,355
-1,502
| -8% | -$446K | 0.11% | 156 |
|
|
2024
Q3 | $4.84M | Sell |
17,857
-263
| -1% | -$71.3K | 0.11% | 165 |
|
|
2024
Q2 | $4.2M | Buy |
18,120
+68
| +0.4% | +$15.7K | 0.1% | 178 |
|
|
2024
Q1 | $4.11M | Buy |
18,052
+13,489
| +296% | +$3.07M | 0.1% | 176 |
|
|
2023
Q4 | $855K | Buy |
4,563
+332
| +8% | +$62.2K | 0.03% | 334 |
|
|
2023
Q3 | $631K | Sell |
4,231
-860
| -17% | -$128K | 0.03% | 357 |
|
|
2023
Q2 | $887K | Buy |
5,091
+542
| +12% | +$94.4K | 0.04% | 270 |
|
|
2023
Q1 | $750K | Sell |
4,549
-3,397
| -43% | -$560K | 0.05% | 280 |
|
|
2022
Q4 | $1.17M | Sell |
7,946
-191
| -2% | -$28.2K | 0.08% | 204 |
|
|
2022
Q3 | $1.1M | Sell |
8,137
-346
| -4% | -$46.6K | 0.09% | 202 |
|
|
2022
Q2 | $1.18M | Sell |
8,483
-992
| -10% | -$137K | 0.11% | 171 |
|
|
2022
Q1 | $1.77M | Buy |
9,475
+1,472
| +18% | +$275K | 0.14% | 158 |
|
|
2021
Q4 | $1.31M | Sell |
8,003
-132
| -2% | -$21.6K | 0.14% | 140 |
|
|
2021
Q3 | $1.36M | Sell |
8,135
-2,535
| -24% | -$425K | 0.16% | 142 |
|
|
2021
Q2 | $1.76M | Buy |
10,670
+525
| +5% | +$86.7K | 0.21% | 114 |
|
|
2021
Q1 | $1.44M | Buy |
+10,145
| New | +$1.44M | 0.19% | 117 |
|