DA
Doliver Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
4,566
+265
| +6% | +$84.5K | 0.4% | 42 |
|
|
2025
Q1 | $1.16M | Buy |
4,301
+668
| +18% | +$180K | 0.33% | 52 |
|
|
2024
Q4 | $1.08M | Buy |
3,633
+125
| +4% | +$37.1K | 0.3% | 57 |
|
|
2024
Q3 | $951K | Sell |
3,508
-29
| -0.8% | -$7.87K | 0.26% | 65 |
|
|
2024
Q2 | $819K | Buy |
3,537
+788
| +29% | +$182K | 0.23% | 65 |
|
|
2024
Q1 | $626K | Sell |
2,749
-132
| -5% | -$30.1K | 0.18% | 81 |
|
|
2023
Q4 | $540K | Sell |
2,881
-338
| -11% | -$63.3K | 0.17% | 84 |
|
|
2023
Q3 | $480K | Hold |
3,219
| – | – | 0.14% | 92 |
|
|
2023
Q2 | $561K | Sell |
3,219
-76
| -2% | -$13.2K | 0.17% | 85 |
|
|
2023
Q1 | $544K | Buy |
3,295
+135
| +4% | +$22.3K | 0.17% | 82 |
|
|
2022
Q4 | $467K | Sell |
3,160
-65
| -2% | -$9.6K | 0.15% | 86 |
|
|
2022
Q3 | $435K | Sell |
3,225
-15
| -0.5% | -$2.02K | 0.16% | 81 |
|
|
2022
Q2 | $449K | Sell |
3,240
-100
| -3% | -$13.9K | 0.16% | 92 |
|
|
2022
Q1 | $625K | Sell |
3,340
-339
| -9% | -$63.4K | 0.2% | 82 |
|
|
2021
Q4 | $684K | Sell |
3,679
-224
| -6% | -$41.6K | 0.21% | 74 |
|
|
2021
Q3 | $654K | Buy |
3,903
+302
| +8% | +$50.6K | 0.22% | 79 |
|
|
2021
Q2 | $595K | Sell |
3,601
-1,246
| -26% | -$206K | 0.2% | 80 |
|
|
2021
Q1 | $686K | Buy |
4,847
+170
| +4% | +$24.1K | 0.26% | 66 |
|
|
2020
Q4 | $565K | Sell |
4,677
-315
| -6% | -$38.1K | 0.25% | 67 |
|
|
2020
Q3 | $500K | Buy |
+4,992
| New | +$500K | 0.25% | 71 |
|