DWM
Defined Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
3,428
+4
| +0.1% | +$1.28K | 0.68% | 42 |
|
|
2025
Q1 | $921K | Buy |
3,424
+11
| +0.3% | +$2.96K | 0.62% | 47 |
|
|
2024
Q4 | $1.01M | Buy |
3,413
+8
| +0.2% | +$2.37K | 0.67% | 40 |
|
|
2024
Q3 | $923K | Buy |
3,405
+46
| +1% | +$12.5K | 0.6% | 43 |
|
|
2024
Q2 | $778K | Buy |
3,359
+12
| +0.4% | +$2.78K | 0.54% | 45 |
|
|
2024
Q1 | $762K | Sell |
3,347
-82
| -2% | -$18.7K | 0.55% | 48 |
|
|
2023
Q4 | $642K | Sell |
3,429
-2
| -0.1% | -$375 | 0.49% | 51 |
|
|
2023
Q3 | $512K | Buy |
3,431
+17
| +0.5% | +$2.54K | 0.44% | 62 |
|
|
2023
Q2 | $595K | Sell |
3,414
-30
| -0.9% | -$5.23K | 0.5% | 53 |
|
|
2023
Q1 | $568K | Hold |
3,444
| – | – | 0.53% | 51 |
|
|
2022
Q4 | $509K | Hold |
3,444
| – | – | 0.48% | 56 |
|
|
2022
Q3 | $465K | Hold |
3,444
| – | – | 0.51% | 48 |
|
|
2022
Q2 | $477K | Hold |
3,444
| – | – | 0.49% | 53 |
|
|
2022
Q1 | $644K | Hold |
3,444
| – | – | 0.57% | 39 |
|
|
2021
Q4 | $563K | Hold |
3,444
| – | – | 0.46% | 49 |
|
|
2021
Q3 | $577K | Buy |
3,444
+28
| +0.8% | +$4.69K | 0.51% | 45 |
|
|
2021
Q2 | $564K | Hold |
3,416
| – | – | 0.5% | 42 |
|
|
2021
Q1 | $483K | Hold |
3,416
| – | – | 0.46% | 45 |
|
|
2020
Q4 | $413K | Buy |
+3,416
| New | +$413K | 0.41% | 59 |
|