Frank Rimerman Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
14,719
+2,373
| +19% | +$757K | 0.32% | 48 |
|
|
2025
Q1 | $3.32M | Buy |
12,346
+172
| +1% | +$46.3K | 0.26% | 61 |
|
|
2024
Q4 | $3.61M | Buy |
12,174
+93
| +0.8% | +$27.6K | 0.26% | 60 |
|
|
2024
Q3 | $3.28M | Buy |
12,081
+1,028
| +9% | +$279K | 0.23% | 68 |
|
|
2024
Q2 | $2.56M | Buy |
11,053
+11,015
| +28,987% | +$2.55M | 0.18% | 91 |
|
|
2024
Q1 | $8.65K | Hold |
38
| – | – | ﹤0.01% | 179 |
|
|
2023
Q4 | $7.12K | Buy |
+38
| New | +$7.12K | ﹤0.01% | 184 |
|