DT Investment Partners’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 | $789K | Hold |
2,475
| – | – | 0.07% | 95 |
|
|
2025
Q1 | $666K | Hold |
2,475
| – | – | 0.06% | 102 |
|
|
2024
Q4 | $735K | Hold |
2,475
| – | – | 0.06% | 102 |
|
|
2024
Q3 | $671K | Buy |
2,475
+78
| +3% | +$21.2K | 0.05% | 104 |
|
|
2024
Q2 | $555K | Hold |
2,397
| – | – | 0.05% | 103 |
|
|
2024
Q1 | $546K | Hold |
2,397
| – | – | 0.06% | 96 |
|
|
2023
Q4 | $489K | Hold |
2,397
| – | – | 0.05% | 102 |
|
|
2023
Q3 | $358K | Hold |
2,397
| – | – | 0.04% | 101 |
|
|
2023
Q2 | $407K | Hold |
2,397
| – | – | 0.05% | 107 |
|
|
2023
Q1 | $382K | Hold |
2,397
| – | – | 0.05% | 110 |
|
|
2022
Q4 | $354K | Hold |
2,397
| – | – | 0.05% | 109 |
|
|
2022
Q3 | $323K | Sell |
2,397
-1,780
| -43% | -$240K | 0.05% | 103 |
|
|
2022
Q2 | $579K | Hold |
4,177
| – | – | 0.09% | 102 |
|
|
2022
Q1 | $781K | Buy |
4,177
+1,545
| +59% | +$289K | 0.1% | 99 |
|
|
2021
Q4 | $431K | Sell |
2,632
-1,075
| -29% | -$176K | 0.06% | 107 |
|
|
2021
Q3 | $621K | Buy |
3,707
+2,473
| +200% | +$414K | 0.08% | 101 |
|
|
2021
Q2 | $204K | Buy |
+1,234
| New | +$204K | 0.03% | 117 |
|