Daymark Wealth Partners’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 | $2.13M | Buy |
6,678
+260
| +4% | +$82.9K | 0.08% | 175 |
|
|
2025
Q1 | $1.73M | Sell |
6,418
-94,974
| -94% | -$25.6M | 0.07% | 184 |
|
|
2024
Q4 | $1.99M | Buy |
101,392
+105
| +0.1% | +$2.06K | 0.08% | 167 |
|
|
2024
Q3 | $1.8M | Buy |
101,287
+356
| +0.4% | +$6.33K | 0.08% | 178 |
|
|
2024
Q2 | $1.47M | Buy |
100,931
+664
| +0.7% | +$9.66K | 0.07% | 186 |
|
|
2024
Q1 | $1.29M | Sell |
100,267
-66
| -0.1% | -$852 | 0.07% | 171 |
|
|
2023
Q4 | $1.09M | Sell |
100,333
-671
| -0.7% | -$7.32K | 0.07% | 179 |
|
|
2023
Q3 | $991K | Buy |
101,004
+95,447
| +1,718% | +$936K | 0.07% | 172 |
|
|
2023
Q2 | $968K | Buy |
+5,557
| New | +$968K | 0.07% | 173 |
|