Wealth Dimensions Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
761
| – | – | 0.05% | 149 |
|
|
2025
Q1 | $205K | Sell |
761
-5
| -0.7% | -$1.35K | 0.05% | 157 |
|
|
2024
Q4 | $227K | Buy |
+766
| New | +$227K | 0.06% | 141 |
|
|
2023
Q1 | – | Sell |
-2,085
| Closed | -$308K | – | 134 |
|
|
2022
Q4 | $308K | Sell |
2,085
-27
| -1% | -$3.99K | 0.13% | 102 |
|
|
2022
Q3 | $285K | Hold |
2,112
| – | – | 0.14% | 96 |
|
|
2022
Q2 | $293K | Hold |
2,112
| – | – | 0.14% | 98 |
|
|
2022
Q1 | $395K | Buy |
2,112
+90
| +4% | +$16.8K | 0.18% | 90 |
|
|
2021
Q4 | $331K | Hold |
2,022
| – | – | 0.16% | 97 |
|
|
2021
Q3 | $339K | Buy |
+2,022
| New | +$339K | 0.22% | 92 |
|