DHJJ Financial 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 | $24.2K | Sell |
76
-40
| -34% | -$12.8K | 0.01% | 446 |
|
|
2025
Q1 | $31.2K | Hold |
116
| – | – | 0.01% | 381 |
|
|
2024
Q4 | $34.4K | Hold |
116
| – | – | 0.01% | 361 |
|
|
2024
Q3 | $31.5K | Sell |
116
-49
| -30% | -$13.3K | 0.01% | 366 |
|
|
2024
Q2 | $38.2K | Buy |
165
+49
| +42% | +$11.3K | 0.02% | 309 |
|
|
2024
Q1 | $26.4K | Hold |
116
| – | – | 0.01% | 343 |
|
|
2023
Q4 | $21.7K | Hold |
116
| – | – | 0.01% | 354 |
|
|
2023
Q3 | $17.3K | Buy |
+116
| New | +$17.3K | 0.01% | 370 |
|