DFPG Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $911K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $210K | Sell |
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|
2022
Q3 | $323K | Hold |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $518K | Sell |
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|
2021
Q4 | $467K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $861K | Buy |
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|
2020
Q2 | $656K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $210K | Buy |
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