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