DT Investment Partners’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 | $822K | Hold |
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|
2025
Q2 | $789K | Hold |
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|
2025
Q1 | $666K | Hold |
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|
2024
Q4 | $735K | Hold |
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|
2024
Q3 | $671K | Buy |
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|
2024
Q2 | $555K | Hold |
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|
2024
Q1 | $546K | Hold |
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|
2023
Q4 | $489K | Hold |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $354K | Hold |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $579K | Hold |
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|
2022
Q1 | $781K | Buy |
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|
2021
Q4 | $431K | Sell |
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|
2021
Q3 | $621K | Buy |
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|
2021
Q2 | $204K | Buy |
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