RDWM
Red Door Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
7,828
+2,178
| +39% | +$695K | 0.3% | 66 |
|
|
2025
Q1 | $1.52M | Buy |
5,650
+1,283
| +29% | +$345K | 0.22% | 72 |
|
|
2024
Q4 | $1.3M | Buy |
4,367
+31
| +0.7% | +$9.2K | 0.2% | 78 |
|
|
2024
Q3 | $1.18M | Hold |
4,336
| – | – | 0.2% | 78 |
|
|
2024
Q2 | $1M | Buy |
4,336
+37
| +0.9% | +$8.57K | 0.18% | 80 |
|
|
2024
Q1 | $979K | Hold |
4,299
| – | – | 0.19% | 80 |
|
|
2023
Q4 | $805K | Hold |
4,299
| – | – | 0.17% | 84 |
|
|
2023
Q3 | $641K | Buy |
4,299
+356
| +9% | +$53.1K | 0.16% | 87 |
|
|
2023
Q2 | $687K | Buy |
+3,943
| New | +$687K | 0.15% | 103 |
|
|
2021
Q3 | – | Sell |
-703
| Closed | -$116K | – | 189 |
|
|
2021
Q2 | $116K | Buy |
+703
| New | +$116K | 0.05% | 193 |
|
|
2020
Q3 | – | Sell |
-693
| Closed | -$65K | – | 127 |
|
|
2020
Q2 | $65K | Buy |
693
+188
| +37% | +$17.6K | 0.05% | 167 |
|
|
2020
Q1 | $43K | Buy |
+505
| New | +$43K | 0.04% | 175 |
|