Dogwood Wealth Management’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 | $20.9K | Buy |
66
+62
| +1,550% | +$19.7K | 0.01% | 166 |
|
|
2025
Q1 | $1.08K | Buy |
+4
| New | +$1.08K | ﹤0.01% | 427 |
|
|
2024
Q4 | – | Hold |
0
| – | -$21 | – | 317 |
|
|
2024
Q3 | – | Hold |
0
| – | -$17 | – | 213 |
|
|
2024
Q2 | – | Hold |
0
| – | -$16 | – | 265 |
|
|
2024
Q1 | – | Hold |
0
| – | -$21 | – | 260 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 239 |
|