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
Q4 | $225K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $243K | Hold |
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|
2025
Q1 | $205K | Sell |
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|
2024
Q4 | $227K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $331K | Hold |
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|
2021
Q3 | $339K | Buy |
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