DIP
Davis Investment Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Hold |
2,065
| – | – | 0.24% | 76 |
|
|
2025
Q1 | $527K | Sell |
2,065
-5,741
| -74% | -$1.47M | 0.23% | 86 |
|
|
2024
Q4 | $2.29M | Sell |
7,806
-205
| -3% | -$60.1K | 0.97% | 16 |
|
|
2024
Q3 | $2.17M | Buy |
8,011
+42
| +0.5% | +$11.4K | 0.91% | 17 |
|
|
2024
Q2 | $1.9M | Buy |
7,969
+1,042
| +15% | +$249K | 0.78% | 18 |
|
|
2024
Q1 | $1.51M | Sell |
6,927
-61
| -0.9% | -$13.3K | 0.66% | 29 |
|
|
2023
Q4 | $1.31M | Buy |
6,988
+209
| +3% | +$39.1K | 0.63% | 28 |
|
|
2023
Q3 | $997K | Buy |
6,779
+428
| +7% | +$63K | 0.53% | 30 |
|
|
2023
Q2 | $1.12M | Buy |
+6,351
| New | +$1.12M | 0.54% | 27 |
|