RCAG
Rehmann Capital Advisory Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
9,657
-1,788
| -16% | -$570K | 0.19% | 90 |
|
|
2025
Q1 | $3.08M | Sell |
11,445
-1,133
| -9% | -$305K | 0.19% | 93 |
|
|
2024
Q4 | $3.73M | Buy |
12,578
+196
| +2% | +$58.2K | 0.24% | 82 |
|
|
2024
Q3 | $3.37M | Sell |
12,382
-547
| -4% | -$149K | 0.22% | 85 |
|
|
2024
Q2 | $2.99M | Buy |
12,929
+5
| +0% | +$1.16K | 0.21% | 89 |
|
|
2024
Q1 | $2.94M | Sell |
12,924
-1,204
| -9% | -$274K | 0.22% | 85 |
|
|
2023
Q4 | $2.65M | Sell |
14,128
-570
| -4% | -$107K | 0.22% | 87 |
|
|
2023
Q3 | $2.19M | Sell |
14,698
-300
| -2% | -$44.8K | 0.2% | 90 |
|
|
2023
Q2 | $2.61M | Buy |
14,998
+479
| +3% | +$83.4K | 0.23% | 82 |
|
|
2023
Q1 | $2.4M | Buy |
14,519
+1,285
| +10% | +$212K | 0.23% | 95 |
|
|
2022
Q4 | $1.96M | Sell |
13,234
-1,644
| -11% | -$243K | 0.2% | 99 |
|
|
2022
Q3 | $2.01M | Sell |
14,878
-239
| -2% | -$32.2K | 0.22% | 89 |
|
|
2022
Q2 | $2.1M | Sell |
15,117
-16
| -0.1% | -$2.22K | 0.23% | 88 |
|
|
2022
Q1 | $2.83M | Buy |
15,133
+1,640
| +12% | +$307K | 0.27% | 71 |
|
|
2021
Q4 | $2.21M | Buy |
13,493
+4,592
| +52% | +$751K | 0.21% | 88 |
|
|
2021
Q3 | $1.49M | Sell |
8,901
-15
| -0.2% | -$2.51K | 0.14% | 122 |
|
|
2021
Q2 | $1.51M | Sell |
8,916
-265
| -3% | -$45K | 0.15% | 111 |
|
|
2021
Q1 | $1.29M | Sell |
9,181
-87
| -0.9% | -$12.2K | 0.13% | 128 |
|
|
2020
Q4 | $1.12M | Sell |
9,268
-605
| -6% | -$73.2K | 0.13% | 135 |
|
|
2020
Q3 | $990K | Buy |
9,873
+43
| +0.4% | +$4.31K | 0.13% | 144 |
|
|
2020
Q2 | $936K | Buy |
+9,830
| New | +$936K | 0.13% | 141 |
|
|
2019
Q3 | $1.19M | Buy |
10,049
+28
| +0.3% | +$3.31K | 0.14% | 73 |
|
|
2019
Q2 | $1.24M | Buy |
10,021
+151
| +2% | +$18.6K | 0.15% | 113 |
|
|
2019
Q1 | $1.08M | Sell |
9,870
-58
| -0.6% | -$6.34K | 0.15% | 115 |
|
|
2018
Q4 | $946K | Buy |
9,928
+3,979
| +67% | +$379K | 0.14% | 79 |
|
|
2018
Q3 | $634K | Buy |
5,949
+358
| +6% | +$38.1K | 0.09% | 182 |
|
|
2018
Q2 | $548K | Sell |
5,591
-999
| -15% | -$97.9K | 0.08% | 198 |
|
|
2018
Q1 | $615K | Buy |
6,590
+198
| +3% | +$18.5K | 0.1% | 169 |
|
|
2017
Q4 | $635K | Sell |
6,392
-753
| -11% | -$74.8K | 0.11% | 169 |
|
|
2017
Q3 | $646K | Buy |
7,145
+1,480
| +26% | +$134K | 0.12% | 158 |
|
|
2017
Q2 | $477K | Sell |
5,665
-1,066
| -16% | -$89.8K | 0.09% | 181 |
|
|
2017
Q1 | $532K | Buy |
6,731
+69
| +1% | +$5.45K | 0.09% | 185 |
|
|
2016
Q4 | $494K | Buy |
6,662
+313
| +5% | +$23.2K | 0.09% | 197 |
|
|
2016
Q3 | $407K | Sell |
6,349
-755
| -11% | -$48.4K | 0.08% | 207 |
|
|
2016
Q2 | $432K | Buy |
7,104
+302
| +4% | +$18.4K | 0.08% | 199 |
|
|
2016
Q1 | $418K | Sell |
6,802
-1,704
| -20% | -$105K | 0.08% | 190 |
|
|
2015
Q4 | $592K | Buy |
8,506
+601
| +8% | +$41.8K | 0.12% | 138 |
|
|
2015
Q3 | $586K | Sell |
7,905
-1
| -0% | -$74 | 0.13% | 130 |
|
|
2015
Q2 | $614K | Buy |
7,906
+1,474
| +23% | +$114K | 0.14% | 133 |
|
|
2015
Q1 | $502K | Sell |
6,432
-749
| -10% | -$58.5K | 0.11% | 157 |
|
|
2014
Q4 | $668K | Sell |
7,181
-94
| -1% | -$8.74K | 0.15% | 125 |
|
|
2014
Q3 | $637K | Buy |
7,275
+110
| +2% | +$9.63K | 0.15% | 126 |
|
|
2014
Q2 | $680K | Buy |
7,165
+499
| +7% | +$47.4K | 0.16% | 116 |
|
|
2014
Q1 | $600K | Buy |
6,666
+761
| +13% | +$68.5K | 0.16% | 115 |
|
|
2013
Q4 | $536K | Buy |
5,905
+1,862
| +46% | +$169K | 0.16% | 122 |
|
|
2013
Q3 | $305K | Buy |
4,043
+65
| +2% | +$4.9K | 0.1% | 188 |
|
|
2013
Q2 | $297K | Buy |
+3,978
| New | +$297K | 0.1% | 171 |
|