Curi RMB Capital’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
Q2 | $2.02M | Buy |
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|
2025
Q1 | $647K | Buy |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $623K | Buy |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $925K | Buy |
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|
2023
Q4 | $690K | Buy |
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|
2023
Q3 | $546K | Buy |
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|
2023
Q2 | $577K | Buy |
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|
2023
Q1 | $533K | Sell |
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|
2022
Q4 | $492K | Buy |
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|
2022
Q3 | $440K | Buy |
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|
2022
Q2 | $434K | Buy |
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|
2022
Q1 | $568K | Sell |
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|
2021
Q4 | $783K | Hold |
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|
2021
Q3 | $802K | Sell |
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|
2021
Q2 | $1.97M | Hold |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $842K | Buy |
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|
2020
Q2 | $692K | Buy |
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|
2020
Q1 | $590K | Sell |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $867K | Buy |
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|
2019
Q2 | $840K | Sell |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $767K | Sell |
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|
2018
Q3 | $1.11M | Buy |
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|
2018
Q2 | $985K | Buy |
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|
2018
Q1 | $900K | Sell |
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|
2017
Q4 | $1.56M | Buy |
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|
2017
Q3 | $973K | Hold |
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|
2017
Q2 | $906K | Buy |
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|
2017
Q1 | $196K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $6K | Hold |
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|
2016
Q2 | $6K | Buy |
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|
2016
Q1 | – | Hold |
|