Dynasty Wealth Management’s American Express AXP Stock Holding History

Dynasty Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.27M	Buy
2025 Q2	$1.84M	Sell
2025 Q1	$1.87M	Buy
2024 Q4	$2.03M	Buy
2024 Q3	$1.84M	Buy
2024 Q2	$1.55M	Buy
2024 Q1	$1.5M	Buy
2018 Q4	–	Sell
2018 Q3	$304K	Buy
2018 Q1	–	Sell
2017 Q4	$279K	Buy