Wealth Dimensions Group’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$243K Hold
2025
Q1
$205K Sell
2024
Q4
$227K Buy
2023
Q1
Sell
2022
Q4
$308K Sell
2022
Q3
$285K Hold
2022
Q2
$293K Hold
2022
Q1
$395K Buy
2021
Q4
$331K Hold
2021
Q3
$339K Buy