Ranch Capital 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 | $656K | Hold |
2,056
| – | – | 0.28% | 84 |
|
|
2025
Q1 | $553K | Buy |
2,056
+1
| +0% | +$269 | 0.26% | 89 |
|
|
2024
Q4 | $610K | Hold |
2,055
| – | – | 0.29% | 79 |
|
|
2024
Q3 | $557K | Hold |
2,055
| – | – | 0.26% | 92 |
|
|
2024
Q2 | $476K | Buy |
2,055
+1
| +0% | +$231 | 0.25% | 99 |
|
|
2024
Q1 | $468K | Hold |
2,054
| – | – | 0.25% | 99 |
|
|
2023
Q4 | $385K | Buy |
2,054
+1
| +0% | +$187 | 0.24% | 108 |
|
|
2023
Q3 | $306K | Sell |
2,053
-1
| -0% | -$149 | 0.21% | 109 |
|
|
2023
Q2 | $358K | Buy |
2,054
+1
| +0% | +$174 | 0.25% | 104 |
|
|
2023
Q1 | $339K | Hold |
2,053
| – | – | 0.25% | 109 |
|
|
2022
Q4 | $303K | Hold |
2,053
| – | – | 0.24% | 113 |
|
|
2022
Q3 | $277K | Buy |
2,053
+1
| +0% | +$135 | 0.23% | 118 |
|
|
2022
Q2 | $284K | Hold |
2,052
| – | – | 0.22% | 116 |
|
|
2022
Q1 | $384K | Hold |
2,052
| – | – | 0.25% | 106 |
|
|
2021
Q4 | $336K | Buy |
2,052
+1
| +0% | +$164 | 0.22% | 114 |
|
|
2021
Q3 | $344K | Hold |
2,051
| – | – | 0.21% | 115 |
|
|
2021
Q2 | $338K | Buy |
2,051
+1
| +0% | +$165 | 0.2% | 124 |
|
|
2021
Q1 | $290K | Hold |
2,050
| – | – | 0.19% | 125 |
|
|
2020
Q4 | $247K | Hold |
2,050
| – | – | 0.18% | 125 |
|
|
2020
Q3 | $205K | Buy |
2,050
+1
| +0% | +$100 | 0.16% | 135 |
|
|
2020
Q2 | $208K | Sell |
2,049
-100
| -5% | -$10.2K | 0.16% | 136 |
|
|
2020
Q1 | $184K | Hold |
2,149
| – | – | 0.18% | 122 |
|
|
2019
Q4 | $268K | Sell |
2,149
-46
| -2% | -$5.74K | 0.22% | 120 |
|
|
2019
Q3 | $260K | Buy |
+2,195
| New | +$260K | 0.28% | 112 |
|