Dechtman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $666K | Buy |
2,244
+5
| +0.2% | +$1.48K | 0.13% | 31 |
|
|
2024
Q3 | $607K | Buy |
2,239
+7
| +0.3% | +$1.9K | 0.12% | 32 |
|
|
2024
Q2 | $517K | Buy |
2,232
+6
| +0.3% | +$1.39K | 0.12% | 33 |
|
|
2024
Q1 | $507K | Buy |
2,226
+7
| +0.3% | +$1.59K | 0.12% | 36 |
|
|
2023
Q4 | $415K | Buy |
2,219
+8
| +0.4% | +$1.5K | 0.11% | 38 |
|
|
2023
Q3 | $330K | Buy |
2,211
+8
| +0.4% | +$1.19K | 0.1% | 38 |
|
|
2023
Q2 | $384K | Buy |
+2,203
| New | +$384K | 0.11% | 33 |
|