Dynamic Advisor Solutions’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Buy |
16,332
+175
| +1% | +$55.8K | 0.16% | 153 |
|
|
2025
Q1 | $4.35M | Buy |
16,157
+534
| +3% | +$144K | 0.14% | 171 |
|
|
2024
Q4 | $4.64M | Sell |
15,623
-955
| -6% | -$283K | 0.2% | 120 |
|
|
2024
Q3 | $4.5M | Buy |
16,578
+3,772
| +29% | +$1.02M | 0.13% | 180 |
|
|
2024
Q2 | $2.97M | Buy |
12,806
+13
| +0.1% | +$3.01K | 0.09% | 238 |
|
|
2024
Q1 | $2.91M | Buy |
12,793
+5,928
| +86% | +$1.35M | 0.1% | 245 |
|
|
2023
Q4 | $1.3M | Buy |
6,865
+2,526
| +58% | +$478K | 0.05% | 355 |
|
|
2023
Q3 | $647K | Buy |
4,339
+1,205
| +38% | +$180K | 0.03% | 456 |
|
|
2023
Q2 | $546K | Sell |
3,134
-60
| -2% | -$10.5K | 0.03% | 466 |
|
|
2023
Q1 | $527K | Buy |
3,194
+1,211
| +61% | +$200K | 0.03% | 456 |
|
|
2022
Q4 | $293K | Sell |
1,983
-427
| -18% | -$63.1K | 0.02% | 557 |
|
|
2022
Q3 | $325K | Sell |
2,410
-318
| -12% | -$42.9K | 0.02% | 502 |
|
|
2022
Q2 | $378K | Buy |
2,728
+161
| +6% | +$22.3K | 0.03% | 470 |
|
|
2022
Q1 | $480K | Sell |
2,567
-29
| -1% | -$5.42K | 0.03% | 446 |
|
|
2021
Q4 | $425K | Sell |
2,596
-9,886
| -79% | -$1.62M | 0.03% | 472 |
|
|
2021
Q3 | $2.09M | Sell |
12,482
-663
| -5% | -$111K | 0.16% | 159 |
|
|
2021
Q2 | $2.17M | Buy |
13,145
+1,774
| +16% | +$293K | 0.17% | 145 |
|
|
2021
Q1 | $1.61M | Buy |
11,371
+9,061
| +392% | +$1.28M | 0.15% | 169 |
|
|
2020
Q4 | $279K | Buy |
2,310
+252
| +12% | +$30.4K | 0.03% | 509 |
|
|
2020
Q3 | $206K | Buy |
+2,058
| New | +$206K | 0.02% | 520 |
|
|
2019
Q4 | – | Sell |
-1,692
| Closed | -$200K | – | 558 |
|
|
2019
Q3 | $200K | Buy |
+1,692
| New | +$200K | 0.03% | 468 |
|
|
2017
Q3 | – | Sell |
-12,012
| Closed | -$1.01M | – | 220 |
|
|
2017
Q2 | $1.01M | Buy |
12,012
+26
| +0.2% | +$2.19K | 0.39% | 80 |
|
|
2017
Q1 | $948K | Buy |
11,986
+5,660
| +89% | +$448K | 0.37% | 82 |
|
|
2016
Q4 | $469K | Buy |
6,326
+1,911
| +43% | +$142K | 0.19% | 138 |
|
|
2016
Q3 | $283K | Buy |
+4,415
| New | +$283K | 0.11% | 196 |
|
|
2015
Q1 | – | Sell |
-3,552
| Closed | -$330K | – | 193 |
|
|
2014
Q4 | $330K | Buy |
+3,552
| New | +$330K | 0.18% | 142 |
|