RWM
Revisor Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
3,441
+26
| +0.8% | +$8.48K | 0.4% | 47 |
|
|
2025
Q1 | $919K | Buy |
+3,415
| New | +$919K | 0.41% | 49 |
|
|
2024
Q4 | – | Sell |
-2,747
| Closed | -$745K | – | 127 |
|
|
2024
Q3 | $745K | Buy |
2,747
+16
| +0.6% | +$4.34K | 0.47% | 44 |
|
|
2024
Q2 | $632K | Sell |
2,731
-2,719
| -50% | -$630K | 0.44% | 44 |
|
|
2024
Q1 | $1.13M | Buy |
+5,450
| New | +$1.13M | 0.51% | 40 |
|
|
2023
Q4 | – | Sell |
-2,722
| Closed | -$406K | – | 133 |
|
|
2023
Q3 | $406K | Hold |
2,722
| – | – | 0.35% | 66 |
|
|
2023
Q2 | $474K | Hold |
2,722
| – | – | 0.43% | 56 |
|
|
2023
Q1 | $449K | Buy |
+2,722
| New | +$449K | 0.41% | 61 |
|