Revolve Wealth Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $476K | Sell |
1,493
-127
| -8% | -$40.5K | 0.06% | 126 |
|
2025
Q1 | $436K | Buy |
1,620
+40
| +3% | +$10.8K | 0.06% | 131 |
|
2024
Q4 | $469K | Sell |
1,580
-1,009
| -39% | -$299K | 0.07% | 127 |
|
2024
Q3 | $702K | Buy |
2,589
+1,307
| +102% | +$354K | 0.11% | 88 |
|
2024
Q2 | $297K | Sell |
1,282
-22
| -2% | -$5.09K | 0.05% | 132 |
|
2024
Q1 | $297K | Buy |
1,304
+85
| +7% | +$19.4K | 0.05% | 131 |
|
2023
Q4 | $228K | Buy |
+1,219
| New | +$228K | 0.04% | 143 |
|