Ranch Capital Advisors’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 | $656K | Hold |
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|
2025
Q1 | $553K | Buy |
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|
2024
Q4 | $610K | Hold |
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|
2024
Q3 | $557K | Hold |
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|
2024
Q2 | $476K | Buy |
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|
2024
Q1 | $468K | Hold |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $303K | Hold |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $284K | Hold |
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|
2022
Q1 | $384K | Hold |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $344K | Hold |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $290K | Hold |
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|
2020
Q4 | $247K | Hold |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q2 | $208K | Sell |
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|
2020
Q1 | $184K | Hold |
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|
2019
Q4 | $268K | Sell |
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|
2019
Q3 | $260K | Buy |
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