Dover Advisors’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 | $2.6M | Buy |
8,154
+148
| +2% | +$47.2K | 1.15% | 20 |
|
|
2025
Q1 | $2.15M | Buy |
8,006
+636
| +9% | +$171K | 0.94% | 33 |
|
|
2024
Q4 | $2.19M | Sell |
7,370
-175
| -2% | -$51.9K | 1.25% | 21 |
|
|
2024
Q3 | $2.05M | Sell |
7,545
-94
| -1% | -$25.5K | 1.16% | 25 |
|
|
2024
Q2 | $1.77M | Buy |
7,639
+202
| +3% | +$46.8K | 1.09% | 25 |
|
|
2024
Q1 | $1.69M | Buy |
7,437
+2,942
| +65% | +$670K | 1.16% | 26 |
|
|
2023
Q4 | $842K | Sell |
4,495
-1,614
| -26% | -$302K | 1.11% | 32 |
|
|
2023
Q3 | $911K | Buy |
6,109
+251
| +4% | +$37.4K | 0.92% | 39 |
|
|
2023
Q2 | $1.02M | Buy |
5,858
+15
| +0.3% | +$2.61K | 0.91% | 37 |
|
|
2023
Q1 | $964K | Buy |
5,843
+1,127
| +24% | +$186K | 0.93% | 35 |
|
|
2022
Q4 | $697K | Buy |
+4,716
| New | +$697K | 0.75% | 46 |
|