GWM
GDS Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
66,594
+1,973
| +3% | +$629K | 1.55% | 20 |
|
|
2025
Q1 | $17.4M | Buy |
64,621
+2,153
| +3% | +$579K | 1.48% | 23 |
|
|
2024
Q4 | $18.5M | Buy |
62,468
+2,231
| +4% | +$662K | 1.69% | 21 |
|
|
2024
Q3 | $16.3M | Buy |
60,237
+3,459
| +6% | +$938K | 1.59% | 24 |
|
|
2024
Q2 | $13.1M | Buy |
56,778
+4,249
| +8% | +$984K | 1.44% | 32 |
|
|
2024
Q1 | $12M | Buy |
52,529
+5,460
| +12% | +$1.24M | 1.4% | 33 |
|
|
2023
Q4 | $8.82M | Buy |
47,069
+7,527
| +19% | +$1.41M | 1.19% | 38 |
|
|
2023
Q3 | $5.9M | Buy |
39,542
+3,999
| +11% | +$597K | 0.93% | 42 |
|
|
2023
Q2 | $6.19M | Buy |
35,543
+1,800
| +5% | +$314K | 1.01% | 39 |
|
|
2023
Q1 | $5.57M | Buy |
33,743
+1,104
| +3% | +$182K | 0.98% | 40 |
|
|
2022
Q4 | $4.82M | Buy |
32,639
+1,775
| +6% | +$262K | 0.92% | 39 |
|
|
2022
Q3 | $4.16M | Buy |
30,864
+1,752
| +6% | +$236K | 0.93% | 38 |
|
|
2022
Q2 | $4.04M | Buy |
29,112
+2,363
| +9% | +$328K | 0.9% | 37 |
|
|
2022
Q1 | $4.94M | Buy |
26,749
+1,098
| +4% | +$203K | 1.09% | 24 |
|
|
2021
Q4 | $4.2M | Buy |
+25,651
| New | +$4.2M | 0.94% | 28 |
|