RZH
Relyea Zuckerberg Hanson’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Buy |
2,430
+669
| +38% | +$213K | 0.09% | 112 |
|
|
2025
Q1 | $474K | Sell |
1,761
-417
| -19% | -$112K | 0.06% | 150 |
|
|
2024
Q4 | $646K | Buy |
2,178
+47
| +2% | +$13.9K | 0.09% | 117 |
|
|
2024
Q3 | $578K | Buy |
2,131
+73
| +4% | +$19.8K | 0.09% | 124 |
|
|
2024
Q2 | $477K | Buy |
2,058
+56
| +3% | +$13K | 0.08% | 131 |
|
|
2024
Q1 | $456K | Buy |
2,002
+32
| +2% | +$7.29K | 0.08% | 134 |
|
|
2023
Q4 | $369K | Sell |
1,970
-25
| -1% | -$4.68K | 0.07% | 142 |
|
|
2023
Q3 | $298K | Buy |
1,995
+88
| +5% | +$13.1K | 0.07% | 146 |
|
|
2023
Q2 | $332K | Sell |
1,907
-128
| -6% | -$22.3K | 0.07% | 137 |
|
|
2023
Q1 | $336K | Buy |
2,035
+126
| +7% | +$20.8K | 0.08% | 127 |
|
|
2022
Q4 | $282K | Buy |
+1,909
| New | +$282K | 0.08% | 136 |
|
|
2020
Q1 | – | Sell |
-1,683
| Closed | -$210K | – | 107 |
|
|
2019
Q4 | $210K | Buy |
+1,683
| New | +$210K | 0.2% | 102 |
|