DCM Advisors’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 | $10.3M | Buy |
32,599
+2,202
| +7% | +$698K | 4.43% | 7 |
|
|
2025
Q1 | $8.11M | Sell |
30,397
-2,207
| -7% | -$589K | 4.33% | 8 |
|
|
2024
Q4 | $9.65M | Buy |
32,604
+2,274
| +7% | +$673K | 4.53% | 7 |
|
|
2024
Q3 | $8.23M | Buy |
30,330
+1
| +0% | +$271 | 4.14% | 6 |
|
|
2024
Q2 | $7.02M | Sell |
30,329
-4,381
| -13% | -$1.01M | 3.71% | 9 |
|
|
2024
Q1 | $7.9M | Sell |
34,710
-2,538
| -7% | -$578K | 3.26% | 10 |
|
|
2023
Q4 | $6.98M | Sell |
37,248
-97
| -0.3% | -$18.2K | 2.5% | 16 |
|
|
2023
Q3 | $5.57M | Buy |
37,345
+3
| +0% | +$448 | 2.52% | 16 |
|
|
2023
Q2 | $6.5M | Buy |
37,342
+280
| +0.8% | +$48.8K | 2.79% | 13 |
|
|
2023
Q1 | $6.11M | Sell |
37,062
-26
| -0.1% | -$4.29K | 2.85% | 15 |
|
|
2022
Q4 | $5.48M | Buy |
37,088
+17,117
| +86% | +$2.53M | 2.66% | 18 |
|
|
2022
Q3 | $2.69M | Sell |
19,971
-756
| -4% | -$102K | 1.35% | 18 |
|
|
2022
Q2 | $2.87M | Buy |
20,727
+1,183
| +6% | +$164K | 1.24% | 18 |
|
|
2022
Q1 | $3.66M | Sell |
19,544
-1,317
| -6% | -$246K | 1.29% | 16 |
|
|
2021
Q4 | $3.41M | Buy |
20,861
+7,168
| +52% | +$1.17M | 1.01% | 25 |
|
|
2021
Q3 | $2.29M | Buy |
+13,693
| New | +$2.29M | 0.88% | 18 |
|