Doliver Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.51M | Sell |
|
|||||
|
2025
Q2 | $1.46M | Buy |
|
|||||
|
2025
Q1 | $1.16M | Buy |
|
|||||
|
2024
Q4 | $1.08M | Buy |
|
|||||
|
2024
Q3 | $951K | Sell |
|
|||||
|
2024
Q2 | $819K | Buy |
|
|||||
|
2024
Q1 | $626K | Sell |
|
|||||
|
2023
Q4 | $540K | Sell |
|
|||||
|
2023
Q3 | $480K | Hold |
|
|||||
|
2023
Q2 | $561K | Sell |
|
|||||
|
2023
Q1 | $544K | Buy |
|
|||||
|
2022
Q4 | $467K | Sell |
|
|||||
|
2022
Q3 | $435K | Sell |
|
|||||
|
2022
Q2 | $449K | Sell |
|
|||||
|
2022
Q1 | $625K | Sell |
|
|||||
|
2021
Q4 | $684K | Sell |
|
|||||
|
2021
Q3 | $654K | Buy |
|
|||||
|
2021
Q2 | $595K | Sell |
|
|||||
|
2021
Q1 | $686K | Buy |
|
|||||
|
2020
Q4 | $565K | Sell |
|
|||||
|
2020
Q3 | $500K | Buy |
|