ARA
Alexander Randolph Advisory’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
3,488
-224
| -6% | -$71.5K | 1% | 24 |
|
|
2025
Q1 | $999K | Sell |
3,712
-28
| -0.7% | -$7.53K | 0.98% | 25 |
|
|
2024
Q4 | $1.11M | Sell |
3,740
-67
| -2% | -$19.9K | 1.03% | 23 |
|
|
2024
Q3 | $1.03M | Sell |
3,807
-105
| -3% | -$28.5K | 0.91% | 27 |
|
|
2024
Q2 | $906K | Sell |
3,912
-28
| -0.7% | -$6.48K | 0.85% | 28 |
|
|
2024
Q1 | $897K | Sell |
3,940
-201
| -5% | -$45.8K | 0.79% | 29 |
|
|
2023
Q4 | $776K | Buy |
+4,141
| New | +$776K | 0.71% | 29 |
|