RSVP
Ramsay Stattman Vela & Price’s American Express AXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $391K | Sell |
1,225
-6
| -0.5% | -$1.91K | 0.07% | 69 |
|
2025
Q1 | $331K | Buy |
+1,231
| New | +$331K | 0.06% | 69 |
|
2015
Q4 | – | Sell |
-56,940
| Closed | -$4.22M | – | 63 |
|
2015
Q3 | $4.22M | Sell |
56,940
-5,730
| -9% | -$425K | 2.18% | 26 |
|
2015
Q2 | $4.87M | Buy |
62,670
+1,135
| +2% | +$88.2K | 2.39% | 25 |
|
2015
Q1 | $4.81M | Buy |
+61,535
| New | +$4.81M | 2.33% | 27 |
|