First Trust Direct Indexing’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $6.57M | Buy |
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|
2024
Q2 | $4.84M | Buy |
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|
2024
Q1 | $4.29M | Buy |
|
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|
2023
Q4 | $3.26M | Buy |
|
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.38M | Sell |
|
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|
2023
Q1 | $1.58M | Buy |
|
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|
2022
Q4 | $1.22M | Buy |
|
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|
2022
Q3 | $1.09M | Sell |
|
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $2M | Buy |
|
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.71M | Sell |
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $1.17M | Buy |
|