DF Dent & Co’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 | $247K | Hold |
775
| – | – | ﹤0.01% | 233 |
|
|
2025
Q1 | $209K | Buy |
775
+25
| +3% | +$6.73K | ﹤0.01% | 248 |
|
|
2024
Q4 | $223K | Sell |
750
-355
| -32% | -$105K | ﹤0.01% | 241 |
|
|
2024
Q3 | $300K | Sell |
1,105
-50
| -4% | -$13.6K | ﹤0.01% | 228 |
|
|
2024
Q2 | $267K | Hold |
1,155
| – | – | ﹤0.01% | 222 |
|
|
2024
Q1 | $263K | Sell |
1,155
-2
| -0.2% | -$455 | ﹤0.01% | 239 |
|
|
2023
Q4 | $217K | Buy |
+1,157
| New | +$217K | ﹤0.01% | 238 |
|
|
2023
Q3 | – | Sell |
-1,161
| Closed | -$202K | – | 256 |
|
|
2023
Q2 | $202K | Buy |
+1,161
| New | +$202K | ﹤0.01% | 244 |
|
|
2022
Q2 | – | Sell |
-1,185
| Closed | -$222K | – | 235 |
|
|
2022
Q1 | $222K | Buy |
+1,185
| New | +$222K | ﹤0.01% | 244 |
|