DAS
Diversify Advisory Services’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
10,001
+5,171
| +107% | +$1.57M | 0.12% | 130 |
|
|
2025
Q1 | $1.29M | Buy |
4,830
+617
| +15% | +$165K | 0.08% | 175 |
|
|
2024
Q4 | $1.24M | Sell |
4,213
-1,290
| -23% | -$378K | 0.07% | 199 |
|
|
2024
Q3 | $1.5M | Buy |
5,503
+28
| +0.5% | +$7.63K | 0.08% | 197 |
|
|
2024
Q2 | $1.3M | Sell |
5,475
-1,852
| -25% | -$440K | 0.07% | 200 |
|
|
2024
Q1 | $1.67M | Buy |
+7,327
| New | +$1.67M | 0.1% | 173 |
|