Ramirez Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Hold |
5,208
| – | – | 0.25% | 108 |
|
|
2025
Q1 | $1.4M | Sell |
5,208
-12
| -0.2% | -$3.23K | 0.29% | 98 |
|
|
2024
Q4 | $1.55M | Hold |
5,220
| – | – | 0.31% | 95 |
|
|
2024
Q3 | $1.42M | Sell |
5,220
-9
| -0.2% | -$2.44K | 0.27% | 103 |
|
|
2024
Q2 | $1.21M | Hold |
5,229
| – | – | 0.25% | 113 |
|
|
2024
Q1 | $1.19M | Sell |
5,229
-375
| -7% | -$85.4K | 0.24% | 117 |
|
|
2023
Q4 | $1.05M | Hold |
5,604
| – | – | 0.21% | 127 |
|
|
2023
Q3 | $836K | Buy |
+5,604
| New | +$836K | 0.18% | 138 |
|