RPWA
Regent Peak Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $322K | Sell |
1,198
-3
| -0.2% | -$807 | 0.08% | 114 |
|
|
2024
Q4 | $356K | Buy |
1,201
+26
| +2% | +$7.72K | 0.08% | 106 |
|
|
2024
Q3 | $319K | Buy |
1,175
+21
| +2% | +$5.7K | 0.07% | 117 |
|
|
2024
Q2 | $267K | Buy |
1,154
+4
| +0.3% | +$926 | 0.06% | 133 |
|
|
2024
Q1 | $262K | Sell |
1,150
-49
| -4% | -$11.2K | 0.07% | 132 |
|
|
2023
Q4 | $225K | Buy |
+1,199
| New | +$225K | 0.06% | 143 |
|
|
2023
Q3 | – | Sell |
-1,400
| Closed | -$244K | – | 156 |
|
|
2023
Q2 | $244K | Sell |
1,400
-131
| -9% | -$22.8K | 0.07% | 125 |
|
|
2023
Q1 | $253K | Sell |
1,531
-10,237
| -87% | -$1.69M | 0.08% | 125 |
|
|
2022
Q4 | $1.74M | Buy |
11,768
+1,845
| +19% | +$273K | 0.57% | 43 |
|
|
2022
Q3 | $1.34M | Buy |
+9,923
| New | +$1.34M | 0.47% | 50 |
|
|
2021
Q1 | – | Sell |
-698
| Closed | -$84K | – | 222 |
|
|
2020
Q4 | $84K | Buy |
+698
| New | +$84K | 0.03% | 239 |
|