RFG Advisory’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Buy |
|
|||||
|
2025
Q1 | $3.14M | Buy |
|
|||||
|
2024
Q4 | $3.32M | Buy |
|
|||||
|
2024
Q3 | $2.66M | Buy |
|
|||||
|
2024
Q2 | $2.04M | Sell |
|
|||||
|
2024
Q1 | $2.08M | Buy |
|
|||||
|
2023
Q4 | $1.69M | Buy |
|
|||||
|
2023
Q3 | $1.29M | Buy |
|
|||||
|
2023
Q2 | $1.39M | Sell |
|
|||||
|
2023
Q1 | $1.32M | Buy |
|
|||||
|
2022
Q4 | $1.27M | Sell |
|
|||||
|
2022
Q3 | $1.09M | Buy |
|
|||||
|
2022
Q2 | $1.09M | Buy |
|
|||||
|
2022
Q1 | $1.21M | Sell |
|
|||||
|
2021
Q4 | $1.39M | Buy |
|
|||||
|
2021
Q3 | $1.24M | Buy |
|
|||||
|
2021
Q2 | $1M | Sell |
|
|||||
|
2021
Q1 | $938K | Buy |
|
|||||
|
2020
Q4 | $733K | Sell |
|
|||||
|
2020
Q3 | $630K | Sell |
|
|||||
|
2020
Q2 | $636K | Buy |
|
|||||
|
2020
Q1 | $548K | Buy |
|
|||||
|
2019
Q4 | $777K | Sell |
|
|||||
|
2019
Q3 | $775K | Sell |
|
|||||
|
2019
Q2 | $812K | Sell |
|
|||||
|
2019
Q1 | $758K | Sell |
|
|||||
|
2018
Q4 | $670K | Sell |
|
|||||
|
2018
Q3 | $879K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $458K | Sell |
|
|||||
|
2017
Q4 | $536K | Sell |
|
|||||
|
2017
Q3 | $504K | Sell |
|
|||||
|
2017
Q2 | $465K | Buy |
|
|||||
|
2017
Q1 | $418K | Sell |
|
|||||
|
2016
Q4 | $421K | Hold |
|
|||||
|
2016
Q3 | $421K | Buy |
|
|||||
|
2016
Q2 | $386K | Buy |
|
|||||
|
2016
Q1 | $373K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $431K | Sell |
|
|||||
|
2015
Q2 | $474K | Buy |
|