Dynasty Wealth Management’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 | $1.84M | Sell |
5,753
-1,189
| -17% | -$379K | 0.03% | 93 |
|
|
2025
Q1 | $1.87M | Buy |
6,942
+113
| +2% | +$30.4K | 0.03% | 99 |
|
|
2024
Q4 | $2.03M | Buy |
6,829
+28
| +0.4% | +$8.31K | 0.04% | 91 |
|
|
2024
Q3 | $1.84M | Buy |
6,801
+118
| +2% | +$32K | 0.06% | 75 |
|
|
2024
Q2 | $1.55M | Buy |
6,683
+110
| +2% | +$25.5K | 0.05% | 93 |
|
|
2024
Q1 | $1.5M | Buy |
+6,573
| New | +$1.5M | 0.05% | 88 |
|
|
2018
Q4 | – | Sell |
-2,855
| Closed | -$304K | – | 12 |
|
|
2018
Q3 | $304K | Buy |
+2,855
| New | +$304K | 0.39% | 75 |
|
|
2018
Q1 | – | Sell |
-2,811
| Closed | -$279K | – | 74 |
|
|
2017
Q4 | $279K | Buy |
+2,811
| New | +$279K | 0.48% | 66 |
|