DWM
Diversify Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
11,783
+433
| +4% | +$131K | 0.22% | 131 |
|
|
2025
Q1 | $3.03M | Buy |
11,350
+277
| +3% | +$74K | 0.23% | 126 |
|
|
2024
Q4 | $3.25M | Buy |
11,073
+12
| +0.1% | +$3.52K | 0.25% | 111 |
|
|
2024
Q3 | $3M | Sell |
11,061
-4,501
| -29% | -$1.22M | 0.29% | 89 |
|
|
2024
Q2 | $3.52M | Buy |
+15,562
| New | +$3.52M | 0.44% | 51 |
|